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Brandywine Oak Private Wealth’s Intuit INTU Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-224
Closed -$44K – 407
2018
Q4 		$44K Buy
+224
New +$46.6K 0.01% 378

Other funds holding INTU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Brandywine Oak Private Wealth's INTU Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Intuit (INTU) in Q1 2019, closing a stake of 224 shares — an estimated $44K sold.

Brandywine Oak Private Wealth first reported a position in INTU in Q4 2018 and held it in 1 quarter. The position peaked at $44K in Q4 2018. 972 funds tracked by Wall St. Rank hold INTU as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Intuit position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 224 Intuit shares in Q1 2019, an estimated $44K.
  • Brandywine Oak Private Wealth first reported a position in Intuit in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Intuit position peaked at $44K in Q4 2018.
  • 972 funds tracked by Wall St. Rank held Intuit as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.