Tradition Wealth Management’s Intuit INTU Stock Holding History

Tradition 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 Q1	–	Sell	-74	Closed	-$46K	–	788
2023 Q4	$46K	Buy	74 +8	+12%	+$4.41K	﹤0.01%	649
2023 Q3	$34K	Hold	66	–	–	﹤0.01%	695
2023 Q2	$30K	Buy	66 +6	+10%	+$2.63K	﹤0.01%	769
2023 Q1	$27K	Buy	60 +15	+33%	+$6.16K	﹤0.01%	762
2022 Q4	$18K	Hold	45	–	–	﹤0.01%	774
2022 Q3	$18K	Buy	45 +3	+7%	+$1.3K	﹤0.01%	787
2022 Q2	$16K	Hold	42	–	–	﹤0.01%	696
2022 Q1	$20K	Buy	42 +12	+40%	+$6.14K	﹤0.01%	716
2021 Q4	$19K	Hold	30	–	–	﹤0.01%	746
2021 Q3	$16K	Hold	30	–	–	﹤0.01%	781
2021 Q2	$15K	Hold	30	–	–	﹤0.01%	831
2021 Q1	$11K	Hold	30	–	–	﹤0.01%	776
2020 Q4	$11K	Buy	+30	New	+$10.5K	﹤0.01%	707

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tradition Wealth Management's INTU Position: Q1 2024 in Review

Tradition Wealth Management sold out of Intuit (INTU) in Q1 2024, closing a stake of 74 shares — an estimated $46K sold.

Tradition Wealth Management first reported a position in INTU in Q4 2020 and held it in 13 quarters. The position peaked at $46K in Q4 2023. 1,946 funds tracked by Wall St. Rank hold INTU as of Q1 2024.

Tradition Wealth Management reported no remaining Intuit position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 74 Intuit shares in Q1 2024, an estimated $46K.
Tradition Wealth Management first reported a position in Intuit in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Intuit position peaked at $46K in Q4 2023.
1,946 funds tracked by Wall St. Rank held Intuit as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.