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 $5.7T 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return