WESPAC Advisors’s Intuit INTU Stock Holding History

WESPAC 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 Q2	–	Sell	-1,384	Closed	-$900K	–	168
2024 Q1	$900K	Buy	+1,384	New	+$883K	0.52%	66
2022 Q2	–	Sell	-1,403	Closed	-$675K	–	105
2022 Q1	$675K	Sell	1,403 -382	-21%	-$196K	0.73%	59
2021 Q4	$1.15M	Sell	1,785 -522	-23%	-$322K	0.77%	58
2021 Q3	$1.25M	Buy	+2,307	New	+$1.24M	0.77%	52
2021 Q2	–	Sell	-800	Closed	-$306K	–	122
2021 Q1	$306K	Sell	800 -155	-16%	-$59.7K	0.23%	119
2020 Q4	$363K	Buy	955 +2	+0.2%	+$702	0.28%	94
2020 Q3	$311K	Hold	953	–	–	0.39%	75
2020 Q2	$282K	Buy	+953	New	+$261K	0.32%	84
2020 Q1	–	Sell	-798	Closed	-$209K	–	69
2019 Q4	$209K	Hold	798	–	–	0.2%	92
2019 Q3	$212K	Sell	798 -1,976	-71%	-$544K	0.21%	92
2019 Q2	$725K	Sell	2,774 -221	-7%	-$56.2K	0.54%	54
2019 Q1	$719K	Buy	2,995 +1,795	+150%	+$415K	0.5%	62
2018 Q4	$236K	Sell	1,200 -4,710	-80%	-$980K	0.23%	87
2018 Q3	$1.34M	Buy	5,910 +2,496	+73%	+$536K	0.78%	48
2018 Q2	$697K	Buy	3,414 +2,214	+185%	+$425K	0.72%	46
2018 Q1	$208K	Buy	+1,200	New	+$202K	0.13%	137

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

WESPAC Advisors's INTU Position: Q2 2024 in Review

WESPAC Advisors sold out of Intuit (INTU) in Q2 2024, closing a stake of 1,384 shares — an estimated $900K sold.

WESPAC Advisors first reported a position in INTU in Q1 2018 and held it in 16 quarters. The position peaked at $1.34M in Q3 2018. 1,966 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

WESPAC Advisors reported no remaining Intuit position as of Q2 2024 after selling out during the quarter.
WESPAC Advisors sold 1,384 Intuit shares in Q2 2024, an estimated $900K.
WESPAC Advisors first reported a position in Intuit in Q1 2018 and held it in 16 quarters.
WESPAC Advisors's Intuit position peaked at $1.34M in Q3 2018.
1,966 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on WESPAC Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.