APWA
INTU icon

Atlas Private Wealth Advisors’s Intuit INTU Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-14
Closed -$5K – 856
2021
Q1 		$5K Buy
14
+6
+75% +$2.31K ﹤0.01% 613
2020
Q4 		$3K Buy
+8
New +$2.81K ﹤0.01% 588

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atlas Private Wealth Advisors's INTU Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Intuit (INTU) in Q2 2021, closing a stake of 14 shares — an estimated $5K sold.

Atlas Private Wealth Advisors first reported a position in INTU in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 1,380 funds tracked by Wall St. Rank hold INTU as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Intuit position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 14 Intuit shares in Q2 2021, an estimated $5K.
  • Atlas Private Wealth Advisors first reported a position in Intuit in Q4 2020 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's Intuit position peaked at $5K in Q1 2021.
  • 1,380 funds tracked by Wall St. Rank held Intuit as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.