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

Other funds holding INTU

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

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

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

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

First Allied Advisory Services's INTU Position: Q3 2020 in Review

First Allied Advisory Services increased its Intuit (INTU) stake by 15% in Q3 2020, buying an estimated $67K and bringing the position to 1,645 shares worth $537K. The position accounts for 0.02% of the portfolio, ranked #676.

First Allied Advisory Services first reported a position in INTU in Q2 2015 and has held it in 13 quarters since. 1,176 funds tracked by Wall St. Rank hold INTU as of Q3 2020.

First Allied Advisory Services held 1,645 shares of Intuit worth $537K as of Q3 2020.
First Allied Advisory Services bought 214 Intuit shares in Q3 2020, an estimated $67K.
Intuit made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #676 holding.
First Allied Advisory Services first reported a position in Intuit in Q2 2015 and has held it in 13 quarters since.
1,176 funds tracked by Wall St. Rank held Intuit as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.