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Thomas J. Herzfeld Advisors’s Intuit INTU Stock Holding History

Thomas J. Herzfeld 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
2020
Q2 		– Sell
-33
Closed -$8K – 315
2020
Q1 		$8K Buy
33
+8
+32% +$2.17K ﹤0.01% 179
2019
Q4 		$7K Buy
25
+1
+4% +$261 ﹤0.01% 218
2019
Q3 		$6K Sell
24
-6
-20% -$1.65K ﹤0.01% 239
2019
Q2 		$8K Sell
30
-4
-12% -$1.02K ﹤0.01% 232
2019
Q1 		$9K Buy
34
+8
+31% +$1.85K ﹤0.01% 250
2018
Q4 		$5K Hold
26
– – ﹤0.01% 275
2018
Q3 		$6K Hold
26
– – ﹤0.01% 258
2018
Q2 		$5K Buy
+26
New +$4.99K ﹤0.01% 287

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 $3.38T AUM 44.17% 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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Thomas J. Herzfeld Advisors's INTU Position: Q2 2020 in Review

Thomas J. Herzfeld Advisors sold out of Intuit (INTU) in Q2 2020, closing a stake of 33 shares — an estimated $8K sold.

Thomas J. Herzfeld Advisors first reported a position in INTU in Q2 2018 and held it in 8 quarters. The position peaked at $9K in Q1 2019. 1,109 funds tracked by Wall St. Rank hold INTU as of Q2 2020.

  • Thomas J. Herzfeld Advisors reported no remaining Intuit position as of Q2 2020 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 33 Intuit shares in Q2 2020, an estimated $8K.
  • Thomas J. Herzfeld Advisors first reported a position in Intuit in Q2 2018 and held it in 8 quarters.
  • Thomas J. Herzfeld Advisors's Intuit position peaked at $9K in Q1 2019.
  • 1,109 funds tracked by Wall St. Rank held Intuit as of Q2 2020.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.