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Filbrandt Wealth Management’s Intuit INTU Stock Holding History

Filbrandt 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
2021
Q3 		$4K Hold
7
– – ﹤0.01% 150
2021
Q2 		$3K Sell
7
-1
-13% -$434 ﹤0.01% 157
2021
Q1 		$3K Buy
+8
New +$3.08K ﹤0.01% 151
2020
Q3 		– Sell
-15
Closed -$4K – 248
2020
Q2 		$4K Buy
+15
New +$4.12K ﹤0.01% 280

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Filbrandt Wealth Management's INTU Position: Q3 2021 in Review

Filbrandt Wealth Management held its Intuit (INTU) position steady in Q3 2021 at 7 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #150.

Filbrandt Wealth Management first reported a position in INTU in Q2 2020 and has held it in 4 quarters since. 1,444 funds tracked by Wall St. Rank hold INTU as of Q3 2021.

  • Filbrandt Wealth Management held 7 shares of Intuit worth $4K as of Q3 2021.
  • Filbrandt Wealth Management left its Intuit share count unchanged in Q3 2021.
  • Intuit made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #150 holding.
  • Filbrandt Wealth Management first reported a position in Intuit in Q2 2020 and has held it in 4 quarters since.
  • 1,444 funds tracked by Wall St. Rank held Intuit as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.