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Litman Gregory Wealth Management’s Intuit INTU Stock Holding History

Litman Gregory 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
2019
Q4 		– Sell
-6
Closed -$2K – 236
2019
Q3 		$2K Sell
6
-7
-54% -$1.93K ﹤0.01% 180
2019
Q2 		$3K Buy
+13
New +$3.3K ﹤0.01% 202

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Litman Gregory Wealth Management's INTU Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of Intuit (INTU) in Q4 2019, closing a stake of 6 shares — an estimated $2K sold.

Litman Gregory Wealth Management first reported a position in INTU in Q2 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 1,087 funds tracked by Wall St. Rank hold INTU as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining Intuit position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 6 Intuit shares in Q4 2019, an estimated $2K.
  • Litman Gregory Wealth Management first reported a position in Intuit in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Intuit position peaked at $3K in Q2 2019.
  • 1,087 funds tracked by Wall St. Rank held Intuit as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.