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Atlas Private Wealth Management’s Intuit INTU Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-102
Closed -$39K – 233
2021
Q1 		$39K Hold
102
– – 0.02% 209
2020
Q4 		$39K Hold
102
– – 0.03% 213
2020
Q3 		$33K Sell
102
-32
-24% -$10K 0.03% 213
2020
Q2 		$40K Buy
134
+22
+20% +$6.04K 0.03% 211
2020
Q1 		$26K Buy
112
+12
+12% +$3.25K 0.02% 224
2019
Q4 		$26K Buy
+100
New +$26.1K 0.02% 260

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 Management's INTU Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Intuit (INTU) in Q2 2021, closing a stake of 102 shares — an estimated $39K sold.

Atlas Private Wealth Management first reported a position in INTU in Q4 2019 and held it in 6 quarters. The position peaked at $40K in Q2 2020. 1,380 funds tracked by Wall St. Rank hold INTU as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Intuit position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 102 Intuit shares in Q2 2021, an estimated $39K.
  • Atlas Private Wealth Management first reported a position in Intuit in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's Intuit position peaked at $40K in Q2 2020.
  • 1,380 funds tracked by Wall St. Rank held Intuit as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.