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Intuit shares owned by Alera Investment Advisors

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Alera Investment Advisors from 13F filings

Historical chart of Alera Investment Advisors investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Alera Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Alera Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $375k 571 657.22
2022-12-31 $212k 544 389.25
2022-09-30 $236k 610 387.50
2022-06-30 $239k 622 384.92
2019-03-31 $26k 101 257.43
2018-12-31 $19k 98 193.88

More positions owned by Alera Investment Advisors

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Russell 1000 Value Etf Etf (IWD)
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Technology Etf Etf (IYW)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Ishares 20 Year Treasury Bond Etf Etf (TLT)

View all positions for Alera Investment Advisors

Top funds holding Intuit

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
Geode Capital Management
Morgan Stanley
Fisher Investments
Goldman Sachs Group
Brown Advisory Holdings Incorporated
Invesco
State Farm Mutual Automobile Insurance Company
Northern Trust
Amundi

View all funds holding Intuit