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Tower View Wealth Management’s Intuit INTU Stock Holding History

Tower View Wealth Management’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
-25
Closed -$16.4K – 197
2024
Q2 		$16.4K Buy
+25
New +$15.5K 0.01% 112
2018
Q1 		– Sell
-10
Closed -$2K – 140
2017
Q4 		$2K Buy
+10
New +$1.52K ﹤0.01% 138

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

Tower View Wealth Management's INTU Position: Q3 2024 in Review

Tower View Wealth Management sold out of Intuit (INTU) in Q3 2024, closing a stake of 25 shares — an estimated $16.4K sold.

Tower View Wealth Management first reported a position in INTU in Q4 2017 and held it in 2 quarters. The position peaked at $16.4K in Q2 2024. 1,967 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Tower View Wealth Management reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
  • Tower View Wealth Management sold 25 Intuit shares in Q3 2024, an estimated $16.4K.
  • Tower View Wealth Management first reported a position in Intuit in Q4 2017 and held it in 2 quarters.
  • Tower View Wealth Management's Intuit position peaked at $16.4K in Q2 2024.
  • 1,967 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Tower View Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.