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Global Wealth Management Investment Advisory’s Intuit INTU Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-10
Closed -$4K – 488
2020
Q4 		$4K Buy
+10
New +$3.51K ﹤0.01% 353
2019
Q4 		– Sell
-4
Closed -$1K – 677
2019
Q3 		$1K Hold
4
– – ﹤0.01% 580
2019
Q2 		$1K Hold
4
– – ﹤0.01% 640
2019
Q1 		$1K Hold
4
– – ﹤0.01% 626
2018
Q4 		$1K Buy
+4
New +$832 ﹤0.01% 649

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Global Wealth Management Investment Advisory's INTU Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of Intuit (INTU) in Q1 2021, closing a stake of 10 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in INTU in Q4 2018 and held it in 5 quarters. The position peaked at $4K in Q4 2020. 1,334 funds tracked by Wall St. Rank hold INTU as of Q1 2021.

  • Global Wealth Management Investment Advisory reported no remaining Intuit position as of Q1 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 10 Intuit shares in Q1 2021, an estimated $4K.
  • Global Wealth Management Investment Advisory first reported a position in Intuit in Q4 2018 and held it in 5 quarters.
  • Global Wealth Management Investment Advisory's Intuit position peaked at $4K in Q4 2020.
  • 1,334 funds tracked by Wall St. Rank held Intuit as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.