PRW Wealth Management’s Intuit INTU Stock Holding History

PRW 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 Q2	–	Sell	-44	Closed	-$11K	–	354
2019 Q1	$11K	Hold	44	–	–	0.01%	272
2018 Q4	$8K	Buy	+44	New	+$9.15K	0.01%	306

Other funds holding INTU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

PRW Wealth Management's INTU Position: Q2 2019 in Review

PRW Wealth Management sold out of Intuit (INTU) in Q2 2019, closing a stake of 44 shares — an estimated $11K sold.

PRW Wealth Management first reported a position in INTU in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2019. 998 funds tracked by Wall St. Rank hold INTU as of Q2 2019.

PRW Wealth Management reported no remaining Intuit position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 44 Intuit shares in Q2 2019, an estimated $11K.
PRW Wealth Management first reported a position in Intuit in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Intuit position peaked at $11K in Q1 2019.
998 funds tracked by Wall St. Rank held Intuit as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.