Acorn Wealth Advisors’s Intuit INTU Stock Holding History

Acorn Wealth 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
2018 Q2	–	Sell	-31	Closed	-$6K	–	657
2018 Q1	$6K	Hold	31	–	–	0.01%	600
2017 Q4	$5K	Buy	+31	New	+$4.72K	﹤0.01%	596

Other funds holding INTU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

FEF

Fundsmith Equity Fund Stamford, Connecticut $13.4B AUM

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Acorn Wealth Advisors's INTU Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Intuit (INTU) in Q2 2018, closing a stake of 31 shares — an estimated $6K sold.

Acorn Wealth Advisors first reported a position in INTU in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 877 funds tracked by Wall St. Rank hold INTU as of Q2 2018.

Acorn Wealth Advisors reported no remaining Intuit position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 31 Intuit shares in Q2 2018, an estimated $6K.
Acorn Wealth Advisors first reported a position in Intuit in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's Intuit position peaked at $6K in Q1 2018.
877 funds tracked by Wall St. Rank held Intuit as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.