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TRUE Private Wealth Advisors’s Intuit INTU Stock Holding History

TRUE Private Wealth 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
Q3 		– Sell
-1,278
Closed -$840K – 246
2024
Q2 		$840K Buy
1,278
+49
+4% +$30.4K 0.1% 109
2024
Q1 		$799K Buy
1,229
+40
+3% +$25.5K 0.09% 112
2023
Q4 		$743K Buy
1,189
+186
+19% +$103K 0.09% 111
2023
Q3 		$513K Buy
1,003
+34
+4% +$17.2K 0.07% 140
2023
Q2 		$444K Buy
969
+203
+27% +$88.9K 0.07% 140
2023
Q1 		$342K Buy
766
+12
+2% +$4.93K 0.05% 157
2022
Q4 		$294K Buy
754
+118
+19% +$46.8K 0.05% 168
2022
Q3 		$246K Buy
636
+33
+5% +$14.3K 0.04% 179
2022
Q2 		$232K Sell
603
-112
-16% -$46.4K 0.03% 198
2022
Q1 		$320K Sell
715
-76
-10% -$38.9K 0.05% 165
2021
Q4 		$508K Buy
791
+12
+2% +$7.41K 0.07% 148
2021
Q3 		$420K Buy
779
+3
+0.4% +$1.62K 0.06% 159
2021
Q2 		$380K Buy
776
+157
+25% +$68.1K 0.06% 159
2021
Q1 		$237K Sell
619
-59
-9% -$22.7K 0.04% 203
2020
Q4 		$257K Buy
678
+76
+13% +$26.7K 0.04% 173
2020
Q3 		$196K Hold
602
– – 0.03% 183
2020
Q2 		$178K Buy
602
+93
+18% +$25.5K 0.03% 182
2020
Q1 		$117K Buy
509
+193
+61% +$52.3K 0.02% 188
2019
Q4 		$82K Buy
+316
New +$82.6K 0.01% 317
2019
Q3 		– Sell
-400
Closed -$104K – 471
2019
Q2 		$104K Buy
+400
New +$102K 0.02% 257
2018
Q4 		– Sell
-316
Closed -$71.9K – 576
2018
Q3 		$71.9K Buy
+316
New +$67.9K 0.01% 409

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

TRUE Private Wealth Advisors's INTU Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Intuit (INTU) in Q3 2024, closing a stake of 1,278 shares — an estimated $840K sold.

TRUE Private Wealth Advisors first reported a position in INTU in Q3 2018 and held it in 21 quarters. The position peaked at $840K in Q2 2024. 1,967 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • TRUE Private Wealth Advisors reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 1,278 Intuit shares in Q3 2024, an estimated $840K.
  • TRUE Private Wealth Advisors first reported a position in Intuit in Q3 2018 and held it in 21 quarters.
  • TRUE Private Wealth Advisors's Intuit position peaked at $840K in Q2 2024.
  • 1,967 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.