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Beacon Harbor Wealth Advisors’s Intuit INTU Stock Holding History

Beacon Harbor 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
2020
Q3 		– Sell
-10,651
Closed -$3.15M – 51
2020
Q2 		$3.15M Buy
+10,651
New +$2.92M 1.81% 20

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Beacon Harbor Wealth Advisors's INTU Position: Q3 2020 in Review

Beacon Harbor Wealth Advisors sold out of Intuit (INTU) in Q3 2020, closing a stake of 10,651 shares — an estimated $3.15M sold.

Beacon Harbor Wealth Advisors first reported a position in INTU in Q2 2020 and held it in 1 quarter. The position peaked at $3.15M in Q2 2020. 1,175 funds tracked by Wall St. Rank hold INTU as of Q3 2020.

  • Beacon Harbor Wealth Advisors reported no remaining Intuit position as of Q3 2020 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 10,651 Intuit shares in Q3 2020, an estimated $3.15M.
  • Beacon Harbor Wealth Advisors first reported a position in Intuit in Q2 2020 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Intuit position peaked at $3.15M in Q2 2020.
  • 1,175 funds tracked by Wall St. Rank held Intuit as of Q3 2020.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.