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SVA Wealth Management’s Intuit INTU Stock Holding History

SVA 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
2020
Q4 		$598K Buy
1,575
+855
+119% +$300K 0.05% 149
2020
Q3 		$235K Buy
+720
New +$225K 0.02% 192

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

SVA Wealth Management's INTU Position: Q4 2020 in Review

SVA Wealth Management increased its Intuit (INTU) stake by 119% in Q4 2020, buying an estimated $300K and bringing the position to 1,575 shares worth $598K. The position accounts for 0.05% of the portfolio, ranked #149.

SVA Wealth Management first reported a position in INTU in Q3 2020 and has held it in 2 quarters since. 1,312 funds tracked by Wall St. Rank hold INTU as of Q4 2020.

  • SVA Wealth Management held 1,575 shares of Intuit worth $598K as of Q4 2020.
  • SVA Wealth Management bought 855 Intuit shares in Q4 2020, an estimated $300K.
  • Intuit made up 0.05% of SVA Wealth Management's portfolio in Q4 2020, its #149 holding.
  • SVA Wealth Management first reported a position in Intuit in Q3 2020 and has held it in 2 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Intuit as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.