WSTAM
INTU icon

Wilbanks Smith & Thomas Asset Management’s Intuit INTU Stock Holding History

Wilbanks Smith & Thomas Asset 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 		$644K Buy
991
+19
+2% +$12.1K 0.02% 305
2023
Q4 		$608K Sell
972
-24
-2% -$13.2K 0.02% 306
2023
Q3 		$509K Buy
996
+20
+2% +$10.1K 0.02% 309
2023
Q2 		$447K Sell
976
-1
-0.1% -$438 0.01% 337
2023
Q1 		$436K Sell
977
-39
-4% -$16K 0.02% 330
2022
Q4 		$395K Buy
1,016
+27
+3% +$10.7K 0.02% 347
2022
Q3 		$383K Hold
989
– – 0.02% 319
2022
Q2 		$381K Buy
989
+91
+10% +$37.7K 0.02% 339
2022
Q1 		$387K Sell
898
-213
-19% -$109K 0.02% 346
2021
Q4 		$715K Sell
1,111
-8
-0.7% -$4.94K 0.02% 278
2021
Q3 		$604K Buy
1,119
+220
+24% +$119K 0.02% 279
2021
Q2 		$441K Buy
899
+349
+63% +$151K 0.02% 332
2021
Q1 		$211K Hold
550
– – 0.01% 442
2020
Q4 		$209K Buy
+550
New +$193K 0.01% 404
2019
Q3 		– Sell
-851
Closed -$222K – 434
2019
Q2 		$222K Buy
+851
New +$216K 0.01% 382
2018
Q4 		– Sell
-636
Closed -$145K – 821
2018
Q3 		$145K Buy
+636
New +$137K 0.01% 461

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's INTU Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Intuit (INTU) stake by 2% in Q1 2024, buying an estimated $12.1K and bringing the position to 991 shares worth $644K. The position accounts for 0.02% of the portfolio, ranked #305.

Wilbanks Smith & Thomas Asset Management first reported a position in INTU in Q3 2018 and has held it in 16 quarters since. The position peaked at $715K in Q4 2021. 1,943 funds tracked by Wall St. Rank hold INTU as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 991 shares of Intuit worth $644K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 19 Intuit shares in Q1 2024, an estimated $12.1K.
  • Intuit made up 0.02% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #305 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Intuit in Q3 2018 and has held it in 16 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Intuit position peaked at $715K in Q4 2021.
  • 1,943 funds tracked by Wall St. Rank held Intuit as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.