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TrueWealth LLC’s Intuit INTU Stock Holding History

TrueWealth LLC’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 		$149K Hold
504
– – 0.06% 164
2020
Q1 		$116K Hold
504
– – 0.06% 174
2019
Q4 		$132K Buy
504
+12
+2% +$3.14K 0.05% 178
2019
Q3 		$131K Hold
492
– – 0.06% 171
2019
Q2 		$129K Hold
492
– – 0.06% 173
2019
Q1 		$129K Hold
492
– – 0.06% 172
2018
Q4 		$97K Hold
492
– – 0.05% 191
2018
Q3 		$112K Hold
492
– – 0.05% 185
2018
Q2 		$101K Hold
492
– – 0.05% 192
2018
Q1 		$85K Hold
492
– – 0.04% 210
2017
Q4 		$78K Buy
+492
New +$75K 0.04% 238

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

TrueWealth LLC's INTU Position: Q2 2020 in Review

TrueWealth LLC held its Intuit (INTU) position steady in Q2 2020 at 504 shares worth $149K. The position accounts for 0.06% of the portfolio, ranked #164.

TrueWealth LLC first reported a position in INTU in Q4 2017 and has held it in 11 quarters since. 1,109 funds tracked by Wall St. Rank hold INTU as of Q2 2020.

  • TrueWealth LLC held 504 shares of Intuit worth $149K as of Q2 2020.
  • TrueWealth LLC left its Intuit share count unchanged in Q2 2020.
  • Intuit made up 0.06% of TrueWealth LLC's portfolio in Q2 2020, its #164 holding.
  • TrueWealth LLC first reported a position in Intuit in Q4 2017 and has held it in 11 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Intuit as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.