Engrave Wealth Partners’s Intuit INTU Stock Holding History

Engrave Wealth Partners’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 Q3	–	Sell	-19	Closed	-$5K	–	238
2020 Q2	$5K	Buy	19 +4	+27%	+$1.1K	﹤0.01%	318
2020 Q1	$3K	Buy	+15	New	+$4.06K	﹤0.01%	320

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Engrave Wealth Partners's INTU Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Intuit (INTU) in Q3 2020, closing a stake of 19 shares — an estimated $5K sold.

Engrave Wealth Partners first reported a position in INTU in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 1,175 funds tracked by Wall St. Rank hold INTU as of Q3 2020.

Engrave Wealth Partners reported no remaining Intuit position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 19 Intuit shares in Q3 2020, an estimated $5K.
Engrave Wealth Partners first reported a position in Intuit in Q1 2020 and held it in 2 quarters.
Engrave Wealth Partners's Intuit position peaked at $5K in Q2 2020.
1,175 funds tracked by Wall St. Rank held Intuit as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.