Burt Wealth Advisors’s Intuit INTU Stock Holding History

Burt 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
2021 Q1	–	Sell	-98	Closed	-$37K	–	218
2020 Q4	$37K	Hold	98	–	–	0.01%	202
2020 Q3	$32K	Hold	98	–	–	0.01%	210
2020 Q2	$29K	Hold	98	–	–	0.01%	210
2020 Q1	$22K	Hold	98	–	–	0.01%	219
2019 Q4	$26K	Hold	98	–	–	0.01%	219
2019 Q3	$26K	Hold	98	–	–	0.01%	215
2019 Q2	$26K	Hold	98	–	–	0.01%	215
2019 Q1	$26K	Hold	98	–	–	0.01%	216
2018 Q4	$19K	Hold	98	–	–	0.01%	240
2018 Q3	$22K	Hold	98	–	–	0.01%	246
2018 Q2	$20K	Hold	98	–	–	0.01%	246
2018 Q1	$17K	Hold	98	–	–	0.01%	262
2017 Q4	$15K	Hold	98	–	–	0.01%	256
2017 Q3	$14K	Hold	98	–	–	0.01%	251
2017 Q2	$12K	Hold	98	–	–	0.01%	284
2017 Q1	$11K	Hold	98	–	–	0.01%	255
2016 Q4	$11K	Buy	+98	New	+$11K	0.01%	272
2016 Q1	–	Sell	-100	Closed	-$9K	–	695
2015 Q4	$9K	Hold	100	–	–	0.01%	285
2015 Q3	$8K	Buy	+100	New	+$9.71K	0.01%	269

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Burt Wealth Advisors's INTU Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Intuit (INTU) in Q1 2021, closing a stake of 98 shares — an estimated $37K sold.

Burt Wealth Advisors first reported a position in INTU in Q3 2015 and held it in 19 quarters. The position peaked at $37K in Q4 2020. 1,334 funds tracked by Wall St. Rank hold INTU as of Q1 2021.

Burt Wealth Advisors reported no remaining Intuit position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 98 Intuit shares in Q1 2021, an estimated $37K.
Burt Wealth Advisors first reported a position in Intuit in Q3 2015 and held it in 19 quarters.
Burt Wealth Advisors's Intuit position peaked at $37K in Q4 2020.
1,334 funds tracked by Wall St. Rank held Intuit as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.