KJWM
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Kiley Juergens Wealth Management’s Intuit INTU Stock Holding History

Kiley Juergens Wealth Management’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
Q4 		– Sell
-146
Closed – – 327
2018
Q3 		$0 Hold
146
– – ﹤0.01% 702
2018
Q2 		$0 Buy
+146
New +$28K ﹤0.01% 638
2018
Q1 		– Sell
-226
Closed -$35K – 327
2017
Q4 		$35K Buy
+226
New +$34.4K 0.03% 250

Other funds holding INTU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kiley Juergens Wealth Management's INTU Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Intuit (INTU) in Q4 2018, closing a stake of 146 shares.

Kiley Juergens Wealth Management first reported a position in INTU in Q4 2017 and held it in 3 quarters. The position peaked at $35K in Q4 2017. 908 funds tracked by Wall St. Rank hold INTU as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Intuit position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 146 Intuit shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Intuit in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Intuit position peaked at $35K in Q4 2017.
  • 908 funds tracked by Wall St. Rank held Intuit as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.