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Hefty Wealth Partners’s Intuit INTU Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$8K Hold
44
– – 0.01% 190
2017
Q4 		$7K Hold
44
– – ﹤0.01% 198
2017
Q3 		$6K Hold
44
– – ﹤0.01% 200
2017
Q2 		$5K Hold
44
– – ﹤0.01% 193
2017
Q1 		$5K Hold
44
– – ﹤0.01% 196
2016
Q4 		$5K Hold
44
– – ﹤0.01% 191
2016
Q3 		$4K Hold
44
– – ﹤0.01% 202
2016
Q2 		$4K Hold
44
– – ﹤0.01% 173
2016
Q1 		$4K Hold
44
– – ﹤0.01% 180
2015
Q4 		$4K Buy
+44
New +$4.25K ﹤0.01% 167

Other funds holding INTU

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hefty Wealth Partners's INTU Position: Q1 2018 in Review

Hefty Wealth Partners held its Intuit (INTU) position steady in Q1 2018 at 44 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #190.

Hefty Wealth Partners first reported a position in INTU in Q4 2015 and has held it in 10 quarters since. 794 funds tracked by Wall St. Rank hold INTU as of Q1 2018.

  • Hefty Wealth Partners held 44 shares of Intuit worth $8K as of Q1 2018.
  • Hefty Wealth Partners left its Intuit share count unchanged in Q1 2018.
  • Intuit made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #190 holding.
  • Hefty Wealth Partners first reported a position in Intuit in Q4 2015 and has held it in 10 quarters since.
  • 794 funds tracked by Wall St. Rank held Intuit as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.