Meridian Wealth Advisors’s Intuit INTU Stock Holding History

Meridian Wealth 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
2021 Q1	–	Sell	-661	Closed	-$251K	–	190
2020 Q4	$251K	Buy	+661	New	+$232K	0.09%	152

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Meridian Wealth Advisors's INTU Position: Q1 2021 in Review

Meridian Wealth Advisors sold out of Intuit (INTU) in Q1 2021, closing a stake of 661 shares — an estimated $251K sold.

Meridian Wealth Advisors first reported a position in INTU in Q4 2020 and held it in 1 quarter. The position peaked at $251K in Q4 2020. 1,334 funds tracked by Wall St. Rank hold INTU as of Q1 2021.

Meridian Wealth Advisors reported no remaining Intuit position as of Q1 2021 after selling out during the quarter.
Meridian Wealth Advisors sold 661 Intuit shares in Q1 2021, an estimated $251K.
Meridian Wealth Advisors first reported a position in Intuit in Q4 2020 and held it in 1 quarter.
Meridian Wealth Advisors's Intuit position peaked at $251K in Q4 2020.
1,334 funds tracked by Wall St. Rank held Intuit as of Q1 2021.

Based on Meridian Wealth Advisors's 13F filing for Q1 2021, filed 7 May 2021.