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Alterna Wealth Management’s Intuit INTU Stock Holding History

Alterna Wealth Management’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
Q1 		– Sell
-1,838
Closed -$244K – 215
2018
Q4 		$244K Buy
+1,838
New +$382K 0.04% 292

Other funds holding INTU

T. Rowe Price Associates
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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Alterna Wealth Management's INTU Position: Q1 2019 in Review

Alterna Wealth Management sold out of Intuit (INTU) in Q1 2019, closing a stake of 1,838 shares — an estimated $244K sold.

Alterna Wealth Management first reported a position in INTU in Q4 2018 and held it in 1 quarter. The position peaked at $244K in Q4 2018. 972 funds tracked by Wall St. Rank hold INTU as of Q1 2019.

  • Alterna Wealth Management reported no remaining Intuit position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 1,838 Intuit shares in Q1 2019, an estimated $244K.
  • Alterna Wealth Management first reported a position in Intuit in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Intuit position peaked at $244K in Q4 2018.
  • 972 funds tracked by Wall St. Rank held Intuit as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.