Executive Wealth Management’s Intuit INTU Stock Holding History

Executive 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	-8	Closed	-$2K	–	448
2019 Q2	$2K	Hold	8	–	–	﹤0.01%	804
2019 Q1	$2K	Buy	+8	New	+$1.85K	﹤0.01%	735

Other funds holding INTU

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Executive Wealth Management sold out of Intuit (INTU) in Q3 2019, closing a stake of 8 shares — an estimated $2K sold.

Executive Wealth Management first reported a position in INTU in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 1,010 funds tracked by Wall St. Rank hold INTU as of Q3 2019.

Executive Wealth Management reported no remaining Intuit position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 8 Intuit shares in Q3 2019, an estimated $2K.
Executive Wealth Management first reported a position in Intuit in Q1 2019 and held it in 2 quarters.
Executive Wealth Management's Intuit position peaked at $2K in Q2 2019.
1,010 funds tracked by Wall St. Rank held Intuit as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.