AG
INTU icon

Advisor Group’s Intuit INTU Stock Holding History

Advisor Group’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
2019
Q4 		$7.65M Buy
29,178
+187
+0.6% +$48.9K 0.05% 289
2019
Q3 		$7.71M Buy
28,991
+2,950
+11% +$811K 0.06% 292
2019
Q2 		$6.81M Sell
26,041
-75
-0.3% -$19.1K 0.05% 309
2019
Q1 		$6.83M Buy
26,116
+5,804
+29% +$1.34M 0.06% 300
2018
Q4 		$4M Buy
20,312
+3,700
+22% +$770K 0.04% 371
2018
Q3 		$3.78M Buy
16,612
+2,781
+20% +$597K 0.04% 410
2018
Q2 		$2.83M Sell
13,831
-778
-5% -$149K 0.04% 419
2018
Q1 		$2.53M Buy
14,609
+1,273
+10% +$214K 0.03% 471
2017
Q4 		$2.11M Buy
13,336
+1,792
+16% +$273K 0.03% 544
2017
Q3 		$1.64M Buy
11,544
+181
+2% +$25K 0.03% 578
2017
Q2 		$1.51M Sell
11,363
-1,836
-14% -$238K 0.03% 573
2017
Q1 		$1.53M Sell
13,199
-901
-6% -$108K 0.03% 541
2016
Q4 		$1.62M Buy
14,100
+2,354
+20% +$264K 0.04% 491
2016
Q3 		$1.29M Buy
11,746
+2,261
+24% +$253K 0.03% 546
2016
Q2 		$1.06M Buy
+9,485
New +$992K 0.03% 592

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Advisor Group's INTU Position: Q4 2019 in Review

Advisor Group increased its Intuit (INTU) stake by 0.65% in Q4 2019, buying an estimated $48.9K and bringing the position to 29,178 shares worth $7.65M. The position accounts for 0.05% of the portfolio, ranked #289.

Advisor Group first reported a position in INTU in Q2 2016 and has held it in 15 quarters since. The position peaked at $7.71M in Q3 2019. 1,086 funds tracked by Wall St. Rank hold INTU as of Q4 2019.

  • Advisor Group held 29,178 shares of Intuit worth $7.65M as of Q4 2019.
  • Advisor Group bought 187 Intuit shares in Q4 2019, an estimated $48.9K.
  • Intuit made up 0.05% of Advisor Group's portfolio in Q4 2019, its #289 holding.
  • Advisor Group first reported a position in Intuit in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Intuit position peaked at $7.71M in Q3 2019.
  • 1,086 funds tracked by Wall St. Rank held Intuit as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.