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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Intuit INTU Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
-200
Closed -$28K – 340
2017
Q3 		$28K Hold
200
– – 0.01% 188
2017
Q2 		$26K Buy
+200
New +$25.9K 0.01% 190

Other funds holding INTU

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's INTU Position: Q4 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Intuit (INTU) in Q4 2017, closing a stake of 200 shares — an estimated $28K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in INTU in Q2 2017 and held it in 2 quarters. The position peaked at $28K in Q3 2017. 779 funds tracked by Wall St. Rank hold INTU as of Q4 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Intuit position as of Q4 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 200 Intuit shares in Q4 2017, an estimated $28K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Intuit in Q2 2017 and held it in 2 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Intuit position peaked at $28K in Q3 2017.
  • 779 funds tracked by Wall St. Rank held Intuit as of Q4 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2017, filed 14 Feb 2018.