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Semus Wealth Partners’s Intuit INTU Stock Holding History

Semus Wealth Partners’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
-355
Closed -$233K – 127
2024
Q2 		$233K Sell
355
-44
-11% -$27.3K 0.18% 96
2024
Q1 		$259K Sell
399
-11
-3% -$7.02K 0.22% 102
2023
Q4 		$256K Sell
410
-20
-5% -$11K 0.21% 97
2023
Q3 		$220K Buy
+430
New +$218K 0.2% 102

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Semus Wealth Partners's INTU Position: Q3 2024 in Review

Semus Wealth Partners sold out of Intuit (INTU) in Q3 2024, closing a stake of 355 shares — an estimated $233K sold.

Semus Wealth Partners first reported a position in INTU in Q3 2023 and held it in 4 quarters. The position peaked at $259K in Q1 2024. 1,964 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Semus Wealth Partners reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
  • Semus Wealth Partners sold 355 Intuit shares in Q3 2024, an estimated $233K.
  • Semus Wealth Partners first reported a position in Intuit in Q3 2023 and held it in 4 quarters.
  • Semus Wealth Partners's Intuit position peaked at $259K in Q1 2024.
  • 1,964 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Semus Wealth Partners's 13F filing for Q3 2024, filed 7 Nov 2024.