Focused Wealth Management’s Intuit INTU Stock Holding History

Focused 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
2017 Q4	–	Sell	-600	Closed	-$85K	–	715
2017 Q3	$85K	Hold	600	–	–	0.03%	173
2017 Q2	$80K	Hold	600	–	–	0.03%	239
2017 Q1	$70K	Hold	600	–	–	0.03%	246
2016 Q4	$69K	Hold	600	–	–	0.03%	240
2016 Q3	$66K	Hold	600	–	–	0.03%	238
2016 Q2	$67K	Hold	600	–	–	0.03%	237
2016 Q1	$62K	Hold	600	–	–	0.03%	176
2015 Q4	$58K	Hold	600	–	–	0.03%	192
2015 Q3	$53K	Hold	600	–	–	0.03%	190
2015 Q2	$60K	Hold	600	–	–	0.04%	185
2015 Q1	$58K	Hold	600	–	–	0.04%	186
2014 Q4	$55K	Hold	600	–	–	0.04%	183
2014 Q3	$53K	Hold	600	–	–	0.04%	192
2014 Q2	$48K	Hold	600	–	–	0.04%	192
2014 Q1	$47K	Hold	600	–	–	0.04%	173
2013 Q4	$46K	Hold	600	–	–	0.04%	176
2013 Q3	$40K	Buy	+600	New	+$38.7K	0.04%	184

Other funds holding INTU

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return