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Spectrum Wealth Advisory Group’s Intuit INTU Stock Holding History

Spectrum Wealth Advisory Group’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
Q1 		– Sell
-1,231
Closed -$322K – 29
2019
Q4 		$322K Buy
1,231
+2
+0.2% +$523 0.58% 23
2019
Q3 		$327K Buy
1,229
+1
+0.1% +$275 0.65% 23
2019
Q2 		$321K Buy
1,228
+1
+0.1% +$254 0.66% 27
2019
Q1 		$321K Buy
+1,227
New +$284K 0.5% 25

Other funds holding INTU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Spectrum Wealth Advisory Group's INTU Position: Q1 2020 in Review

Spectrum Wealth Advisory Group sold out of Intuit (INTU) in Q1 2020, closing a stake of 1,231 shares — an estimated $322K sold.

Spectrum Wealth Advisory Group first reported a position in INTU in Q1 2019 and held it in 4 quarters. The position peaked at $327K in Q3 2019. 1,051 funds tracked by Wall St. Rank hold INTU as of Q1 2020.

  • Spectrum Wealth Advisory Group reported no remaining Intuit position as of Q1 2020 after selling out during the quarter.
  • Spectrum Wealth Advisory Group sold 1,231 Intuit shares in Q1 2020, an estimated $322K.
  • Spectrum Wealth Advisory Group first reported a position in Intuit in Q1 2019 and held it in 4 quarters.
  • Spectrum Wealth Advisory Group's Intuit position peaked at $327K in Q3 2019.
  • 1,051 funds tracked by Wall St. Rank held Intuit as of Q1 2020.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2020, filed 21 Apr 2020.