TS Financial Group (TSFG)’s Intuit INTU Stock Holding History

TS Financial Group (TSFG)’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	-6	Closed	-$4K	–	811
2024 Q2	$4K	Hold	6	–	–	﹤0.01%	600
2024 Q1	$4K	Sell	6 -12	-67%	-$7.66K	﹤0.01%	591
2023 Q4	$11K	Hold	18	–	–	﹤0.01%	496
2023 Q3	$9K	Hold	18	–	–	﹤0.01%	544
2023 Q2	$8K	Buy	18 +6	+50%	+$2.63K	﹤0.01%	576
2023 Q1	$5K	Hold	12	–	–	﹤0.01%	652
2022 Q4	$5K	Hold	12	–	–	﹤0.01%	647
2022 Q3	$5K	Sell	12 -3	-20%	-$1.3K	﹤0.01%	633
2022 Q2	$6K	Hold	15	–	–	﹤0.01%	617
2022 Q1	$7K	Sell	15 -18	-55%	-$9.22K	﹤0.01%	597
2021 Q4	$21K	Hold	33	–	–	0.01%	429
2021 Q3	$18K	Buy	33 +21	+175%	+$11.3K	0.01%	448
2021 Q2	$6K	Hold	12	–	–	﹤0.01%	637
2021 Q1	$5K	Hold	12	–	–	﹤0.01%	589
2020 Q4	$5K	Hold	12	–	–	﹤0.01%	602
2020 Q3	$4K	Hold	12	–	–	﹤0.01%	573
2020 Q2	$4K	Hold	12	–	–	﹤0.01%	563
2020 Q1	$3K	Hold	12	–	–	﹤0.01%	542
2019 Q4	$3K	Hold	12	–	–	﹤0.01%	571
2019 Q3	$3K	Hold	12	–	–	﹤0.01%	597
2019 Q2	$3K	Hold	12	–	–	﹤0.01%	572
2019 Q1	$3K	Buy	+12	New	+$2.77K	﹤0.01%	548

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

TS Financial Group (TSFG)'s INTU Position: Q3 2024 in Review

TS Financial Group (TSFG) sold out of Intuit (INTU) in Q3 2024, closing a stake of 6 shares — an estimated $4K sold.

TS Financial Group (TSFG) first reported a position in INTU in Q1 2019 and held it in 22 quarters. The position peaked at $21K in Q4 2021. 1,967 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

TS Financial Group (TSFG) reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
TS Financial Group (TSFG) sold 6 Intuit shares in Q3 2024, an estimated $4K.
TS Financial Group (TSFG) first reported a position in Intuit in Q1 2019 and held it in 22 quarters.
TS Financial Group (TSFG)'s Intuit position peaked at $21K in Q4 2021.
1,967 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q3 2024, filed 15 Oct 2024.