TSWM
INTU icon

Triangle Securities Wealth Management’s Intuit INTU Stock Holding History

Triangle Securities 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
2013
Q3 		– Sell
-573
Closed -$35K – 249
2013
Q2 		$35K Buy
+573
New +$34.6K 0.03% 305

Other funds holding INTU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Triangle Securities Wealth Management's INTU Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Intuit (INTU) in Q3 2013, closing a stake of 573 shares — an estimated $35K sold.

Triangle Securities Wealth Management first reported a position in INTU in Q2 2013 and held it in 1 quarter. The position peaked at $35K in Q2 2013. 512 funds tracked by Wall St. Rank hold INTU as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Intuit position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 573 Intuit shares in Q3 2013, an estimated $35K.
  • Triangle Securities Wealth Management first reported a position in Intuit in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Intuit position peaked at $35K in Q2 2013.
  • 512 funds tracked by Wall St. Rank held Intuit as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.