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RFP Financial Group’s Intuit INTU Stock Holding History

RFP Financial Group’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
Q3 		– Sell
-28
Closed -$18.4K – 436
2024
Q2 		$18.4K Buy
28
+8
+40% +$4.96K 0.01% 359
2024
Q1 		$13K Sell
20
-1
-5% -$638 0.01% 369
2023
Q4 		$13.1K Hold
21
– – 0.01% 372
2023
Q3 		$10.7K Hold
21
– – ﹤0.01% 377
2023
Q2 		$9.62K Hold
21
– – ﹤0.01% 426
2023
Q1 		$9.36K Hold
21
– – 0.01% 285
2022
Q4 		$8.17K Buy
+21
New +$8.33K ﹤0.01% 425

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

RFP Financial Group's INTU Position: Q3 2024 in Review

RFP Financial Group sold out of Intuit (INTU) in Q3 2024, closing a stake of 28 shares — an estimated $18.4K sold.

RFP Financial Group first reported a position in INTU in Q4 2022 and held it in 7 quarters. The position peaked at $18.4K in Q2 2024. 1,967 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • RFP Financial Group reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 28 Intuit shares in Q3 2024, an estimated $18.4K.
  • RFP Financial Group first reported a position in Intuit in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's Intuit position peaked at $18.4K in Q2 2024.
  • 1,967 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.