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Divergent Wealth Advisors’s Intuit INTU Stock Holding History

Divergent 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
2018
Q4 		– Sell
-125
Closed -$28K – 84
2018
Q3 		$28K Hold
125
– – 0.01% 89
2018
Q2 		$26K Hold
125
– – 0.01% 88
2018
Q1 		$22K Buy
+125
New +$21K 0.01% 93

Other funds holding INTU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Divergent Wealth Advisors's INTU Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of Intuit (INTU) in Q4 2018, closing a stake of 125 shares — an estimated $28K sold.

Divergent Wealth Advisors first reported a position in INTU in Q1 2018 and held it in 3 quarters. The position peaked at $28K in Q3 2018. 908 funds tracked by Wall St. Rank hold INTU as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining Intuit position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 125 Intuit shares in Q4 2018, an estimated $28K.
  • Divergent Wealth Advisors first reported a position in Intuit in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's Intuit position peaked at $28K in Q3 2018.
  • 908 funds tracked by Wall St. Rank held Intuit as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.