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Lucia Wealth Services’s Intuit INTU Stock Holding History

Lucia Wealth Services’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
2020
Q3 		$797K Buy
2,442
+146
+6% +$45.7K 0.19% 89
2020
Q2 		$680K Sell
2,296
-113
-5% -$31K 0.18% 90
2020
Q1 		$554K Buy
+2,409
New +$652K 0.18% 97

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Lucia Wealth Services's INTU Position: Q3 2020 in Review

Lucia Wealth Services increased its Intuit (INTU) stake by 6.4% in Q3 2020, buying an estimated $45.7K and bringing the position to 2,442 shares worth $797K. The position accounts for 0.19% of the portfolio, ranked #89.

Lucia Wealth Services first reported a position in INTU in Q1 2020 and has held it in 3 quarters since. 1,175 funds tracked by Wall St. Rank hold INTU as of Q3 2020.

  • Lucia Wealth Services held 2,442 shares of Intuit worth $797K as of Q3 2020.
  • Lucia Wealth Services bought 146 Intuit shares in Q3 2020, an estimated $45.7K.
  • Intuit made up 0.19% of Lucia Wealth Services's portfolio in Q3 2020, its #89 holding.
  • Lucia Wealth Services first reported a position in Intuit in Q1 2020 and has held it in 3 quarters since.
  • 1,175 funds tracked by Wall St. Rank held Intuit as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.