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Teamwork Financial Advisors’s Intuit INTU Stock Holding History

Teamwork 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
Q2 		– Sell
-13,128
Closed -$8.53M – 167
2024
Q1 		$8.53M Buy
+13,128
New +$8.38M 1.31% 31
2022
Q1 		– Sell
-472
Closed -$304K – 290
2021
Q4 		$304K Sell
472
-97
-17% -$59.9K 0.06% 238
2021
Q3 		$307K Buy
+569
New +$307K 0.06% 209

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

Teamwork Financial Advisors's INTU Position: Q2 2024 in Review

Teamwork Financial Advisors sold out of Intuit (INTU) in Q2 2024, closing a stake of 13,128 shares — an estimated $8.53M sold.

Teamwork Financial Advisors first reported a position in INTU in Q3 2021 and held it in 3 quarters. The position peaked at $8.53M in Q1 2024. 1,962 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

  • Teamwork Financial Advisors reported no remaining Intuit position as of Q2 2024 after selling out during the quarter.
  • Teamwork Financial Advisors sold 13,128 Intuit shares in Q2 2024, an estimated $8.53M.
  • Teamwork Financial Advisors first reported a position in Intuit in Q3 2021 and held it in 3 quarters.
  • Teamwork Financial Advisors's Intuit position peaked at $8.53M in Q1 2024.
  • 1,962 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Teamwork Financial Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.