SWA
INTU icon

Sutton Wealth Advisors’s Intuit INTU Stock Holding History

Sutton Wealth 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
2023
Q3 		$62.3K Buy
122
+18
+17% +$9.11K 0.03% 206
2023
Q2 		$47.7K Sell
104
-2
-2% -$876 0.02% 231
2023
Q1 		$47.3K Sell
106
-141
-57% -$57.9K 0.03% 207
2022
Q4 		$96.1K Buy
247
+19
+8% +$7.54K 0.04% 255
2022
Q3 		$88.3K Buy
228
+34
+18% +$14.7K 0.04% 265
2022
Q2 		$74.8K Sell
194
-14
-7% -$5.8K 0.03% 285
2022
Q1 		$100K Buy
208
+16
+8% +$8.19K 0.03% 248
2021
Q4 		$123K Hold
192
– – 0.04% 230
2021
Q3 		$104K Buy
192
+2
+1% +$1.08K 0.04% 244
2021
Q2 		$93.1K Hold
190
– – 0.03% 261
2021
Q1 		$72.8K Buy
190
+7
+4% +$2.69K 0.03% 296
2020
Q4 		$69.5K Buy
183
+6
+3% +$2.11K 0.03% 281
2020
Q3 		$57.7K Hold
177
– – 0.03% 278
2020
Q2 		$52.4K Buy
177
+3
+2% +$823 0.03% 293
2020
Q1 		$40K Buy
174
+10
+6% +$2.71K 0.03% 312
2019
Q4 		$43K Hold
164
– – 0.02% 350
2019
Q3 		$43.6K Hold
164
– – 0.02% 338
2019
Q2 		$42.9K Buy
164
+5
+3% +$1.27K 0.02% 337
2019
Q1 		$41.6K Buy
159
+3
+2% +$693 0.02% 344
2018
Q4 		$30.7K Hold
156
– – 0.02% 387
2018
Q3 		$35.5K Hold
156
– – 0.02% 383
2018
Q2 		$31.9K Hold
156
– – 0.02% 412
2018
Q1 		$27K Buy
156
+5
+3% +$841 0.02% 454
2017
Q4 		$23.8K Sell
151
-16
-10% -$2.44K 0.02% 497
2017
Q3 		$23.7K Hold
167
– – 0.02% 487
2017
Q2 		$22.2K Buy
167
+3
+2% +$389 0.02% 482
2017
Q1 		$19K Hold
164
– – 0.02% 531
2016
Q4 		$18.8K Hold
164
– – 0.02% 517
2016
Q3 		$18K Hold
164
– – 0.02% 487
2016
Q2 		$18.3K Hold
164
– – 0.02% 468
2016
Q1 		$17.1K Buy
+164
New +$15.8K 0.02% 477

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sutton Wealth Advisors's INTU Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Intuit (INTU) stake by 17% in Q3 2023, buying an estimated $9.11K and bringing the position to 122 shares worth $62.3K. The position accounts for 0.03% of the portfolio, ranked #206.

Sutton Wealth Advisors first reported a position in INTU in Q1 2016 and has held it in 31 quarters since. The position peaked at $123K in Q4 2021. 1,741 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

  • Sutton Wealth Advisors held 122 shares of Intuit worth $62.3K as of Q3 2023.
  • Sutton Wealth Advisors bought 18 Intuit shares in Q3 2023, an estimated $9.11K.
  • Intuit made up 0.03% of Sutton Wealth Advisors's portfolio in Q3 2023, its #206 holding.
  • Sutton Wealth Advisors first reported a position in Intuit in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Intuit position peaked at $123K in Q4 2021.
  • 1,741 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.