MLFP
INTU icon

MPS Loria Financial Planners’s Intuit INTU Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-72
Closed -$27K – 328
2021
Q1 		$27K Hold
72
– – 0.01% 215
2020
Q4 		$27K Buy
72
+22
+44% +$7.73K 0.01% 210
2020
Q3 		$16K Hold
50
– – 0.01% 211
2020
Q2 		$15K Buy
+50
New +$13.7K 0.01% 222

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 $3.37T AUM 44.26% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MPS Loria Financial Planners's INTU Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Intuit (INTU) in Q2 2021, closing a stake of 72 shares — an estimated $27K sold.

MPS Loria Financial Planners first reported a position in INTU in Q2 2020 and held it in 4 quarters. The position peaked at $27K in Q1 2021. 1,380 funds tracked by Wall St. Rank hold INTU as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Intuit position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 72 Intuit shares in Q2 2021, an estimated $27K.
  • MPS Loria Financial Planners first reported a position in Intuit in Q2 2020 and held it in 4 quarters.
  • MPS Loria Financial Planners's Intuit position peaked at $27K in Q1 2021.
  • 1,380 funds tracked by Wall St. Rank held Intuit as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.