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Tyler-Stone Wealth Management’s Intuit INTU Stock Holding History

Tyler-Stone 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
-16
Closed -$10.5K – 616
2024
Q2 		$10.5K Hold
16
– – ﹤0.01% 647
2024
Q1 		$10.4K Hold
16
– – ﹤0.01% 651
2023
Q4 		$10K Hold
16
– – 0.01% 638
2023
Q3 		$8K Sell
16
-18
-53% -$9.11K ﹤0.01% 648
2023
Q2 		$16K Buy
+34
New +$14.9K 0.01% 518
2022
Q4 		$14K Hold
36
– – 0.01% 499
2022
Q3 		$14K Hold
36
– – 0.01% 487
2022
Q2 		$14K Buy
36
+16
+80% +$6.63K 0.01% 506
2022
Q1 		$10K Sell
20
-3
-13% -$1.54K 0.01% 576
2021
Q4 		$15K Buy
+23
New +$14.2K 0.01% 529

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 $3.38T AUM 44.17% 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

Tyler-Stone Wealth Management's INTU Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Intuit (INTU) in Q3 2024, closing a stake of 16 shares — an estimated $10.5K sold.

Tyler-Stone Wealth Management first reported a position in INTU in Q4 2021 and held it in 10 quarters. The position peaked at $16K in Q2 2023. 1,967 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 16 Intuit shares in Q3 2024, an estimated $10.5K.
  • Tyler-Stone Wealth Management first reported a position in Intuit in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Intuit position peaked at $16K in Q2 2023.
  • 1,967 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.