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Wunderlich Capital Managemnt’s Intuit INTU Stock Holding History

Wunderlich Capital Managemnt’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
-107
Closed -$69.5K – 110
2024
Q1 		$69.5K Sell
107
-2
-2% -$1.28K 0.03% 92
2023
Q4 		$68.1K Hold
109
– – 0.03% 92
2023
Q3 		$55.7K Hold
109
– – 0.03% 85
2023
Q2 		$50K Buy
+109
New +$47.7K 0.02% 85
2022
Q4 		– Sell
-4,409
Closed -$1.71M – 85
2022
Q3 		$1.71M Sell
4,409
-554
-11% -$239K 1.09% 47
2022
Q2 		$1.91M Buy
+4,963
New +$2.06M 1.11% 46

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wunderlich Capital Managemnt's INTU Position: Q2 2024 in Review

Wunderlich Capital Managemnt sold out of Intuit (INTU) in Q2 2024, closing a stake of 107 shares — an estimated $69.5K sold.

Wunderlich Capital Managemnt first reported a position in INTU in Q2 2022 and held it in 6 quarters. The position peaked at $1.91M in Q2 2022. 1,963 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

  • Wunderlich Capital Managemnt reported no remaining Intuit position as of Q2 2024 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 107 Intuit shares in Q2 2024, an estimated $69.5K.
  • Wunderlich Capital Managemnt first reported a position in Intuit in Q2 2022 and held it in 6 quarters.
  • Wunderlich Capital Managemnt's Intuit position peaked at $1.91M in Q2 2022.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.