GWM
INTU icon

Gupta Wealth Management’s Intuit INTU Stock Holding History

Gupta 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
2016
Q1 		$261K Sell
2,511
-23
-0.9% -$2.22K 0.06% 213
2015
Q4 		$245K Hold
2,534
– – 0.06% 221
2015
Q3 		$225K Buy
2,534
+2,300
+983% +$223K 0.05% 230
2015
Q2 		$24K Sell
234
-219
-48% -$22.4K 0.01% 687
2015
Q1 		$44K Buy
+453
New +$42.1K 0.01% 426

Other funds holding INTU

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Gupta Wealth Management's INTU Position: Q1 2016 in Review

Gupta Wealth Management reduced its Intuit (INTU) stake by 0.91% in Q1 2016, selling an estimated $2.22K and leaving 2,511 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #213.

Gupta Wealth Management first reported a position in INTU in Q1 2015 and has held it in 5 quarters since. 630 funds tracked by Wall St. Rank hold INTU as of Q1 2016.

  • Gupta Wealth Management held 2,511 shares of Intuit worth $261K as of Q1 2016.
  • Gupta Wealth Management sold 23 Intuit shares in Q1 2016, an estimated $2.22K.
  • Intuit made up 0.06% of Gupta Wealth Management's portfolio in Q1 2016, its #213 holding.
  • Gupta Wealth Management first reported a position in Intuit in Q1 2015 and has held it in 5 quarters since.
  • 630 funds tracked by Wall St. Rank held Intuit as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.