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Beacon Pointe Wealth Advisors’s Intuit INTU Stock Holding History

Beacon Pointe 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
2019
Q4 		– Sell
-1,251
Closed -$334K – 280
2019
Q3 		$334K Buy
+1,251
New +$344K 0.07% 200

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 $3.37T AUM 44.26% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Beacon Pointe Wealth Advisors's INTU Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors sold out of Intuit (INTU) in Q4 2019, closing a stake of 1,251 shares — an estimated $334K sold.

Beacon Pointe Wealth Advisors first reported a position in INTU in Q3 2019 and held it in 1 quarter. The position peaked at $334K in Q3 2019. 1,087 funds tracked by Wall St. Rank hold INTU as of Q4 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Intuit position as of Q4 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 1,251 Intuit shares in Q4 2019, an estimated $334K.
  • Beacon Pointe Wealth Advisors first reported a position in Intuit in Q3 2019 and held it in 1 quarter.
  • Beacon Pointe Wealth Advisors's Intuit position peaked at $334K in Q3 2019.
  • 1,087 funds tracked by Wall St. Rank held Intuit as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.