Icon Wealth Partners’s Intuit INTU Stock Holding History

Icon 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
2019 Q2	–	Sell	-2	Closed	-$1K	–	460
2019 Q1	$1K	Buy	+2	New	+$462	﹤0.01%	864

Other funds holding INTU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Icon Wealth Partners's INTU Position: Q2 2019 in Review

Icon Wealth Partners sold out of Intuit (INTU) in Q2 2019, closing a stake of 2 shares — an estimated $1K sold.

Icon Wealth Partners first reported a position in INTU in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 998 funds tracked by Wall St. Rank hold INTU as of Q2 2019.

Icon Wealth Partners reported no remaining Intuit position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 2 Intuit shares in Q2 2019, an estimated $1K.
Icon Wealth Partners first reported a position in Intuit in Q1 2019 and held it in 1 quarter.
Icon Wealth Partners's Intuit position peaked at $1K in Q1 2019.
998 funds tracked by Wall St. Rank held Intuit as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.