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IronBridge Private Wealth’s Intuit INTU Stock Holding History

IronBridge Private Wealth’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
Q3 		– Sell
-10,941
Closed -$5.36M – 291
2021
Q2 		$5.36M Buy
10,941
+637
+6% +$276K 3.16% 10
2021
Q1 		$3.95M Sell
10,304
-165
-2% -$63.5K 2.51% 19
2020
Q4 		$3.98M Buy
+10,469
New +$3.68M 2.94% 16

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IronBridge Private Wealth's INTU Position: Q3 2021 in Review

IronBridge Private Wealth sold out of Intuit (INTU) in Q3 2021, closing a stake of 10,941 shares — an estimated $5.36M sold.

IronBridge Private Wealth first reported a position in INTU in Q4 2020 and held it in 3 quarters. The position peaked at $5.36M in Q2 2021. 1,445 funds tracked by Wall St. Rank hold INTU as of Q3 2021.

  • IronBridge Private Wealth reported no remaining Intuit position as of Q3 2021 after selling out during the quarter.
  • IronBridge Private Wealth sold 10,941 Intuit shares in Q3 2021, an estimated $5.36M.
  • IronBridge Private Wealth first reported a position in Intuit in Q4 2020 and held it in 3 quarters.
  • IronBridge Private Wealth's Intuit position peaked at $5.36M in Q2 2021.
  • 1,445 funds tracked by Wall St. Rank held Intuit as of Q3 2021.

Based on IronBridge Private Wealth's 13F filing for Q3 2021, filed 12 Jan 2022.