Reston Wealth Management’s Intuit INTU Stock Holding History

Reston Wealth Management’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-18	Closed	-$11.2K	–	232
2024 Q3	$11.2K	Buy	+18	New	+$11.5K	﹤0.01%	235

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Reston Wealth Management's INTU Position: Q4 2024 in Review

Reston Wealth Management sold out of Intuit (INTU) in Q4 2024, closing a stake of 18 shares — an estimated $11.2K sold.

Reston Wealth Management first reported a position in INTU in Q3 2024 and held it in 1 quarter. The position peaked at $11.2K in Q3 2024. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

Reston Wealth Management reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
Reston Wealth Management sold 18 Intuit shares in Q4 2024, an estimated $11.2K.
Reston Wealth Management first reported a position in Intuit in Q3 2024 and held it in 1 quarter.
Reston Wealth Management's Intuit position peaked at $11.2K in Q3 2024.
2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.