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Doyle Wealth Management’s Intuit INTU Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-200
Closed -$52K – 457
2019
Q2 		$52K Buy
+200
New +$50.8K 0.01% 358
2019
Q1 		– Sell
-230
Closed -$45K – 441
2018
Q4 		$45K Buy
+230
New +$47.9K 0.01% 374

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Doyle Wealth Management's INTU Position: Q3 2019 in Review

Doyle Wealth Management sold out of Intuit (INTU) in Q3 2019, closing a stake of 200 shares — an estimated $52K sold.

Doyle Wealth Management first reported a position in INTU in Q4 2018 and held it in 2 quarters. The position peaked at $52K in Q2 2019. 1,010 funds tracked by Wall St. Rank hold INTU as of Q3 2019.

  • Doyle Wealth Management reported no remaining Intuit position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 200 Intuit shares in Q3 2019, an estimated $52K.
  • Doyle Wealth Management first reported a position in Intuit in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Intuit position peaked at $52K in Q2 2019.
  • 1,010 funds tracked by Wall St. Rank held Intuit as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.