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FormulaFolio Investments’s Intuit INTU Stock Holding History

FormulaFolio Investments’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
Q2 		$2K Hold
5
– – ﹤0.01% 435
2021
Q1 		$2K Sell
5
-590
-99% -$227K ﹤0.01% 400
2020
Q4 		$226K Buy
+595
New +$209K ﹤0.01% 598

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FormulaFolio Investments's INTU Position: Q2 2021 in Review

FormulaFolio Investments held its Intuit (INTU) position steady in Q2 2021 at 5 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

FormulaFolio Investments first reported a position in INTU in Q4 2020 and has held it in 3 quarters since. The position peaked at $226K in Q4 2020. 1,377 funds tracked by Wall St. Rank hold INTU as of Q2 2021.

  • FormulaFolio Investments held 5 shares of Intuit worth $2K as of Q2 2021.
  • FormulaFolio Investments left its Intuit share count unchanged in Q2 2021.
  • Intuit made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #435 holding.
  • FormulaFolio Investments first reported a position in Intuit in Q4 2020 and has held it in 3 quarters since.
  • FormulaFolio Investments's Intuit position peaked at $226K in Q4 2020.
  • 1,377 funds tracked by Wall St. Rank held Intuit as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.