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Independence Advisors’s Intuit INTU Stock Holding History

Independence Advisors’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
2020
Q3 		$382K Hold
1,172
– – 0.08% 60
2020
Q2 		$347K Hold
1,172
– – 0.08% 59
2020
Q1 		$270K Hold
1,172
– – 0.07% 62
2019
Q4 		$307K Hold
1,172
– – 0.07% 68
2019
Q3 		$312K Hold
1,172
– – 0.08% 70
2019
Q2 		$306K Hold
1,172
– – 0.08% 68
2019
Q1 		$306K Hold
1,172
– – 0.09% 67
2018
Q4 		$231K Hold
1,172
– – 0.08% 70
2018
Q3 		$267K Hold
1,172
– – 0.08% 68
2018
Q2 		$239K Hold
1,172
– – 0.08% 68
2018
Q1 		$203K Buy
+1,172
New +$197K 0.07% 74

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Independence Advisors's INTU Position: Q3 2020 in Review

Independence Advisors held its Intuit (INTU) position steady in Q3 2020 at 1,172 shares worth $382K. The position accounts for 0.08% of the portfolio, ranked #60.

Independence Advisors first reported a position in INTU in Q1 2018 and has held it in 11 quarters since. 1,175 funds tracked by Wall St. Rank hold INTU as of Q3 2020.

  • Independence Advisors held 1,172 shares of Intuit worth $382K as of Q3 2020.
  • Independence Advisors left its Intuit share count unchanged in Q3 2020.
  • Intuit made up 0.08% of Independence Advisors's portfolio in Q3 2020, its #60 holding.
  • Independence Advisors first reported a position in Intuit in Q1 2018 and has held it in 11 quarters since.
  • 1,175 funds tracked by Wall St. Rank held Intuit as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.