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First Allied Advisory Services’s Intuit INTU Stock Holding History

First Allied Advisory Services’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 		$537K Buy
1,645
+214
+15% +$67K 0.02% 676
2020
Q2 		$424K Buy
1,431
+462
+48% +$127K 0.02% 704
2020
Q1 		$223K Sell
969
-17
-2% -$4.6K 0.01% 890
2019
Q4 		$260K Buy
986
+130
+15% +$34K 0.01% 1002
2019
Q3 		$231K Buy
856
+14
+2% +$3.85K 0.01% 1022
2019
Q2 		$220K Buy
842
+9
+1% +$2.29K 0.01% 1048
2019
Q1 		$218K Buy
+833
New +$193K 0.01% 1020
2018
Q3 		– Sell
-1,369
Closed -$279K – 1215
2018
Q2 		$279K Buy
1,369
+37
+3% +$7.1K 0.01% 908
2018
Q1 		$232K Sell
1,332
-797
-37% -$134K 0.01% 976
2017
Q4 		$340K Buy
2,129
+55
+3% +$8.38K 0.01% 818
2017
Q3 		$296K Buy
+2,074
New +$286K 0.01% 815
2015
Q4 		– Sell
-2,561
Closed -$226K – 1126
2015
Q3 		$226K Buy
2,561
+64
+3% +$6.21K 0.01% 859
2015
Q2 		$257K Buy
+2,497
New +$255K 0.01% 888

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return