SEC 13F Intelligence

Systm Wealth Solutions LLC / INTU

Systm Wealth Solutions LLC’s Intuit Position

Does Systm Wealth Solutions LLC own Intuit (INTU)? Not currently — the last reported position was 10.6K shares worth $7M in Q2 2024; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$7M
Q2 2024
Shares
10.6K
% of Portfolio
+1.56%
Quarters Held
7
position exited

Position History INTU

Reported value by quarter
Q4 ’22: $6MQ4 ’22Q1 ’23: $6MQ1 ’23Q2 ’23: $7MQ2 ’23Q3 ’23: $8MQ3 ’23Q4 ’23: $9MQ4 ’23Q1 ’24: $10MQ1 ’24Q2 ’24: $7MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202410.6K$7M+1.56%
Q1 202415.6K$10M+1.28%
Q4 202315.0K$9M+1.30%
Q3 202314.8K$8M+1.16%
Q2 202315.0K$7M+0.93%
Q1 202313.3K$6M+0.91%
Q4 202214.2K$6M+0.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Systm Wealth Solutions LLC’s full portfolio or all institutional holders of INTU.