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JOYN Advisors’s Intuit INTU Stock Holding History

JOYN 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
2019
Q1 		– Sell
-539
Closed -$106K – 715
2018
Q4 		$106K Buy
539
+4
+0.7% +$832 0.02% 188
2018
Q3 		$122K Sell
535
-107
-17% -$23K 0.02% 192
2018
Q2 		$131K Sell
642
-103
-14% -$19.8K 0.03% 177
2018
Q1 		$129K Buy
+745
New +$125K 0.03% 194

Other funds holding INTU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JOYN Advisors's INTU Position: Q1 2019 in Review

JOYN Advisors sold out of Intuit (INTU) in Q1 2019, closing a stake of 539 shares — an estimated $106K sold.

JOYN Advisors first reported a position in INTU in Q1 2018 and held it in 4 quarters. The position peaked at $131K in Q2 2018. 972 funds tracked by Wall St. Rank hold INTU as of Q1 2019.

  • JOYN Advisors reported no remaining Intuit position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 539 Intuit shares in Q1 2019, an estimated $106K.
  • JOYN Advisors first reported a position in Intuit in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Intuit position peaked at $131K in Q2 2018.
  • 972 funds tracked by Wall St. Rank held Intuit as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.