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Holistic Financial Partners’s Intuit INTU Stock Holding History

Holistic Financial 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
Q2 		– Sell
-14
Closed -$2K – 191
2018
Q1 		$2K Hold
14
– – ﹤0.01% 424
2017
Q4 		$2K Buy
+14
New +$2.13K ﹤0.01% 429

Other funds holding INTU

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
FEF
Fundsmith Equity Fund Stamford, Connecticut $13.4B AUM
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Holistic Financial Partners's INTU Position: Q2 2018 in Review

Holistic Financial Partners sold out of Intuit (INTU) in Q2 2018, closing a stake of 14 shares — an estimated $2K sold.

Holistic Financial Partners first reported a position in INTU in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 877 funds tracked by Wall St. Rank hold INTU as of Q2 2018.

  • Holistic Financial Partners reported no remaining Intuit position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 14 Intuit shares in Q2 2018, an estimated $2K.
  • Holistic Financial Partners first reported a position in Intuit in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Intuit position peaked at $2K in Q1 2018.
  • 877 funds tracked by Wall St. Rank held Intuit as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.