Legacy Wealth Planning’s Intuit INTU Stock Holding History

Legacy Wealth Planning’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	-409	Closed	-$200K	–	101
2021 Q2	$200K	Buy	+409	New	+$177K	0.23%	96

Other funds holding INTU

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Wealth Planning's INTU Position: Q3 2021 in Review

Legacy Wealth Planning sold out of Intuit (INTU) in Q3 2021, closing a stake of 409 shares — an estimated $200K sold.

Legacy Wealth Planning first reported a position in INTU in Q2 2021 and held it in 1 quarter. The position peaked at $200K in Q2 2021. 1,444 funds tracked by Wall St. Rank hold INTU as of Q3 2021.

Legacy Wealth Planning reported no remaining Intuit position as of Q3 2021 after selling out during the quarter.
Legacy Wealth Planning sold 409 Intuit shares in Q3 2021, an estimated $200K.
Legacy Wealth Planning first reported a position in Intuit in Q2 2021 and held it in 1 quarter.
Legacy Wealth Planning's Intuit position peaked at $200K in Q2 2021.
1,444 funds tracked by Wall St. Rank held Intuit as of Q3 2021.

Based on Legacy Wealth Planning's 13F filing for Q3 2021, filed 12 Nov 2021.