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Pinnacle Wealth Advisors’s Intuit INTU Stock Holding History

Pinnacle 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
Q2 		$775K Buy
+1,582
New +$686K 0.03% 231

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Advisors's INTU Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Intuit (INTU) in Q2 2021: 1,582 shares worth $775K. The stake represents 0.03% of the portfolio and ranks #231 among its holdings.

1,377 funds tracked by Wall St. Rank hold INTU as of Q2 2021.

  • Pinnacle Wealth Advisors held 1,582 shares of Intuit worth $775K as of Q2 2021.
  • Intuit was a new Pinnacle Wealth Advisors position in Q2 2021.
  • Intuit made up 0.03% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #231 holding.
  • 1,377 funds tracked by Wall St. Rank held Intuit as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.