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Source Financial Advisors’s Intuit INTU Stock Holding History

Source Financial Advisors’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 		$247K Sell
397
-21
-5% -$13.4K 0.07% 105
2024
Q2 		$275K Buy
418
+42
+11% +$26.1K 0.08% 98
2024
Q1 		$245K Buy
376
+3
+0.8% +$1.92K 0.07% 105
2023
Q4 		$233K Buy
+373
New +$206K 0.07% 117

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

Source Financial Advisors's INTU Position: Q3 2024 in Review

Source Financial Advisors reduced its Intuit (INTU) stake by 5% in Q3 2024, selling an estimated $13.4K and leaving 397 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #105.

Source Financial Advisors first reported a position in INTU in Q4 2023 and has held it in 4 quarters since. The position peaked at $275K in Q2 2024. 1,963 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Source Financial Advisors held 397 shares of Intuit worth $247K as of Q3 2024.
  • Source Financial Advisors sold 21 Intuit shares in Q3 2024, an estimated $13.4K.
  • Intuit made up 0.07% of Source Financial Advisors's portfolio in Q3 2024, its #105 holding.
  • Source Financial Advisors first reported a position in Intuit in Q4 2023 and has held it in 4 quarters since.
  • Source Financial Advisors's Intuit position peaked at $275K in Q2 2024.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.