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Taylor Hoffman Wealth Management’s Intuit INTU Stock Holding History

Taylor Hoffman 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
Q3 		– Sell
-17
Closed -$5K – 231
2020
Q2 		$5K Buy
+17
New +$4.66K ﹤0.01% 328
2020
Q1 		– Sell
-17
Closed -$4K – 235
2019
Q4 		$4K Hold
17
– – ﹤0.01% 370
2019
Q3 		$5K Hold
17
– – ﹤0.01% 352
2019
Q2 		$4K Hold
17
– – ﹤0.01% 347
2019
Q1 		$4K Hold
17
– – ﹤0.01% 349
2018
Q4 		$3K Hold
17
– – ﹤0.01% 350
2018
Q3 		$4K Hold
17
– – ﹤0.01% 341
2018
Q2 		$3K Hold
17
– – ﹤0.01% 339
2018
Q1 		$3K Hold
17
– – ﹤0.01% 365
2017
Q4 		$3K Buy
+17
New +$2.59K ﹤0.01% 370

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Taylor Hoffman Wealth Management's INTU Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Intuit (INTU) in Q3 2020, closing a stake of 17 shares — an estimated $5K sold.

Taylor Hoffman Wealth Management first reported a position in INTU in Q4 2017 and held it in 10 quarters. The position peaked at $5K in Q2 2020. 1,176 funds tracked by Wall St. Rank hold INTU as of Q3 2020.

  • Taylor Hoffman Wealth Management reported no remaining Intuit position as of Q3 2020 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 17 Intuit shares in Q3 2020, an estimated $5K.
  • Taylor Hoffman Wealth Management first reported a position in Intuit in Q4 2017 and held it in 10 quarters.
  • Taylor Hoffman Wealth Management's Intuit position peaked at $5K in Q2 2020.
  • 1,176 funds tracked by Wall St. Rank held Intuit as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.