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CPWM LLC’s Intuit INTU Stock Holding History

CPWM LLC’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
-598
Closed -$227K – 338
2020
Q4 		$227K Buy
+598
New +$210K 0.02% 285
2019
Q4 		– Sell
-999
Closed -$266K – 274
2019
Q3 		$266K Sell
999
-4
-0.4% -$1.1K 0.03% 238
2019
Q2 		$262K Buy
1,003
+21
+2% +$5.34K 0.04% 233
2019
Q1 		$257K Buy
+982
New +$227K 0.04% 233
2018
Q4 		– Sell
-1,009
Closed -$229K – 274
2018
Q3 		$229K Buy
1,009
+12
+1% +$2.58K 0.03% 269
2018
Q2 		$204K Buy
+997
New +$191K 0.03% 279

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CPWM LLC's INTU Position: Q1 2021 in Review

CPWM LLC sold out of Intuit (INTU) in Q1 2021, closing a stake of 598 shares — an estimated $227K sold.

CPWM LLC first reported a position in INTU in Q2 2018 and held it in 6 quarters. The position peaked at $266K in Q3 2019. 1,334 funds tracked by Wall St. Rank hold INTU as of Q1 2021.

  • CPWM LLC reported no remaining Intuit position as of Q1 2021 after selling out during the quarter.
  • CPWM LLC sold 598 Intuit shares in Q1 2021, an estimated $227K.
  • CPWM LLC first reported a position in Intuit in Q2 2018 and held it in 6 quarters.
  • CPWM LLC's Intuit position peaked at $266K in Q3 2019.
  • 1,334 funds tracked by Wall St. Rank held Intuit as of Q1 2021.

Based on CPWM LLC's 13F filing for Q1 2021, filed 14 May 2021.