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Harvest Group Wealth Management’s Intuit INTU Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-169
Closed -$64K – 349
2020
Q4 		$64K Hold
169
– – 0.04% 91
2020
Q3 		$55K Buy
169
+82
+94% +$25.7K 0.04% 90
2020
Q2 		$25K Buy
+87
New +$23.9K 0.02% 139

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

Harvest Group Wealth Management's INTU Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Intuit (INTU) in Q1 2021, closing a stake of 169 shares — an estimated $64K sold.

Harvest Group Wealth Management first reported a position in INTU in Q2 2020 and held it in 3 quarters. The position peaked at $64K in Q4 2020. 1,334 funds tracked by Wall St. Rank hold INTU as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Intuit position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 169 Intuit shares in Q1 2021, an estimated $64K.
  • Harvest Group Wealth Management first reported a position in Intuit in Q2 2020 and held it in 3 quarters.
  • Harvest Group Wealth Management's Intuit position peaked at $64K in Q4 2020.
  • 1,334 funds tracked by Wall St. Rank held Intuit as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.