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Bel Air Investment Advisors’s Intuit INTU Stock Holding History

Bel Air Investment 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 		$2.84M Sell
5,787
-766
-12% -$332K 0.09% 106
2021
Q1 		$2.51M Buy
+6,553
New +$2.52M 0.08% 118

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bel Air Investment Advisors's INTU Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Intuit (INTU) stake by 12% in Q2 2021, selling an estimated $332K and leaving 5,787 shares worth $2.84M. The position accounts for 0.09% of the portfolio, ranked #106.

Bel Air Investment Advisors first reported a position in INTU in Q1 2021 and has held it in 2 quarters since. 1,377 funds tracked by Wall St. Rank hold INTU as of Q2 2021.

  • Bel Air Investment Advisors held 5,787 shares of Intuit worth $2.84M as of Q2 2021.
  • Bel Air Investment Advisors sold 766 Intuit shares in Q2 2021, an estimated $332K.
  • Intuit made up 0.09% of Bel Air Investment Advisors's portfolio in Q2 2021, its #106 holding.
  • Bel Air Investment Advisors first reported a position in Intuit in Q1 2021 and has held it in 2 quarters since.
  • 1,377 funds tracked by Wall St. Rank held Intuit as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.