First Allied Advisory Services’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-700
Closed -$7K 1546
2017
Q3
$7K Buy
+700
New +$96.6K ﹤0.01% 1116

Other funds holding INTU

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.