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TFO Wealth Partners’s Intuit INTU Stock Holding History

TFO 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
Q2 		– Sell
-15
Closed -$9.75K – 394
2024
Q1 		$9.75K Sell
15
-2
-12% -$1.28K ﹤0.01% 94
2023
Q4 		$10.6K Hold
17
– – ﹤0.01% 93
2023
Q3 		$7.79K Buy
17
+2
+13% +$1.01K ﹤0.01% 173
2023
Q2 		$6.87K Hold
15
– – ﹤0.01% 163
2023
Q1 		$6.69K Buy
+15
New +$6.16K ﹤0.01% 123
2022
Q3 		– Sell
-2
Closed -$1K – 304
2022
Q2 		$1K Buy
+2
New +$828 ﹤0.01% 422

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

TFO Wealth Partners's INTU Position: Q2 2024 in Review

TFO Wealth Partners sold out of Intuit (INTU) in Q2 2024, closing a stake of 15 shares — an estimated $9.75K sold.

TFO Wealth Partners first reported a position in INTU in Q2 2022 and held it in 6 quarters. The position peaked at $10.6K in Q4 2023. 1,966 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

  • TFO Wealth Partners reported no remaining Intuit position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 15 Intuit shares in Q2 2024, an estimated $9.75K.
  • TFO Wealth Partners first reported a position in Intuit in Q2 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Intuit position peaked at $10.6K in Q4 2023.
  • 1,966 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.