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tru Independence’s Intuit INTU Stock Holding History

tru Independence’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
2021
Q1 		– Sell
-171
Closed -$65 – 494
2020
Q4 		$65 Buy
171
+4
+2% +$1.41K ﹤0.01% 475
2020
Q3 		$54K Sell
167
-22
-12% -$6.88K 0.02% 207
2020
Q2 		$56K Sell
189
-49
-21% -$13.4K 0.01% 361
2020
Q1 		$55K Hold
238
– – 0.01% 293
2019
Q4 		$55K Buy
+238
New +$62.2K 0.01% 363

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

tru Independence's INTU Position: Q1 2021 in Review

tru Independence sold out of Intuit (INTU) in Q1 2021, closing a stake of 171 shares — an estimated $65 sold.

tru Independence first reported a position in INTU in Q4 2019 and held it in 5 quarters. The position peaked at $56K in Q2 2020. 1,334 funds tracked by Wall St. Rank hold INTU as of Q1 2021.

  • tru Independence reported no remaining Intuit position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 171 Intuit shares in Q1 2021, an estimated $65.
  • tru Independence first reported a position in Intuit in Q4 2019 and held it in 5 quarters.
  • tru Independence's Intuit position peaked at $56K in Q2 2020.
  • 1,334 funds tracked by Wall St. Rank held Intuit as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.