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SYSTM Wealth Solutions’s Intuit INTU Stock Holding History

SYSTM Wealth Solutions’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
-10,629
Closed -$6.99M – 352
2024
Q2 		$6.99M Sell
10,629
-4,982
-32% -$3.09M 1.56% 12
2024
Q1 		$10.1M Buy
15,611
+615
+4% +$393K 1.28% 8
2023
Q4 		$9.37M Buy
14,996
+214
+1% +$118K 1.3% 8
2023
Q3 		$7.55M Sell
14,782
-240
-2% -$121K 1.16% 12
2023
Q2 		$6.88M Buy
15,022
+1,689
+13% +$740K 0.93% 17
2023
Q1 		$5.94M Sell
13,333
-873
-6% -$358K 0.92% 20
2022
Q4 		$5.53M Buy
+14,206
New +$5.64M 0.69% 24

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

SYSTM Wealth Solutions's INTU Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Intuit (INTU) in Q3 2024, closing a stake of 10,629 shares — an estimated $6.99M sold.

SYSTM Wealth Solutions first reported a position in INTU in Q4 2022 and held it in 7 quarters. The position peaked at $10.1M in Q1 2024. 1,963 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 10,629 Intuit shares in Q3 2024, an estimated $6.99M.
  • SYSTM Wealth Solutions first reported a position in Intuit in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Intuit position peaked at $10.1M in Q1 2024.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.