Capital Bank & Trust’s Intuit INTU Stock Holding History

Capital Bank & Trust’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
2020 Q2	–	Sell	-346	Closed	-$80K	–	462
2020 Q1	$80K	Sell	346 -11	-3%	-$2.98K	﹤0.01%	365
2019 Q4	$94K	Hold	357	–	–	﹤0.01%	368
2019 Q3	$95K	Buy	357 +11	+3%	+$3.03K	﹤0.01%	370
2019 Q2	$90K	Sell	346 -40	-10%	-$10.2K	﹤0.01%	370
2019 Q1	$101K	Sell	386 -115	-23%	-$26.6K	﹤0.01%	342
2018 Q4	$99K	Buy	501 +329	+191%	+$68.5K	﹤0.01%	350
2018 Q3	$39K	Buy	172 +38	+28%	+$8.16K	﹤0.01%	489
2018 Q2	$27K	Hold	134	–	–	﹤0.01%	470
2018 Q1	$23K	Hold	134	–	–	﹤0.01%	453
2017 Q4	$21K	Hold	134	–	–	﹤0.01%	491
2017 Q3	$19K	Hold	134	–	–	﹤0.01%	455
2017 Q2	$18K	Buy	+134	New	+$17.4K	﹤0.01%	423

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 $3.38T AUM 44.17% 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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capital Bank & Trust's INTU Position: Q2 2020 in Review

Capital Bank & Trust sold out of Intuit (INTU) in Q2 2020, closing a stake of 346 shares — an estimated $80K sold.

Capital Bank & Trust first reported a position in INTU in Q2 2017 and held it in 12 quarters. The position peaked at $101K in Q1 2019. 1,109 funds tracked by Wall St. Rank hold INTU as of Q2 2020.

Capital Bank & Trust reported no remaining Intuit position as of Q2 2020 after selling out during the quarter.
Capital Bank & Trust sold 346 Intuit shares in Q2 2020, an estimated $80K.
Capital Bank & Trust first reported a position in Intuit in Q2 2017 and held it in 12 quarters.
Capital Bank & Trust's Intuit position peaked at $101K in Q1 2019.
1,109 funds tracked by Wall St. Rank held Intuit as of Q2 2020.

Based on Capital Bank & Trust's 13F filing for Q2 2020, filed 14 Aug 2020.