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WealthBridge Capital Management’s Intuit INTU Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-256
Closed -$62K – 472
2019
Q1 		$62K Sell
256
-42
-14% -$9.71K 0.04% 255
2018
Q4 		$59K Buy
+298
New +$62K 0.04% 228

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WealthBridge Capital Management's INTU Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Intuit (INTU) in Q2 2019, closing a stake of 256 shares — an estimated $62K sold.

WealthBridge Capital Management first reported a position in INTU in Q4 2018 and held it in 2 quarters. The position peaked at $62K in Q1 2019. 998 funds tracked by Wall St. Rank hold INTU as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Intuit position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 256 Intuit shares in Q2 2019, an estimated $62K.
  • WealthBridge Capital Management first reported a position in Intuit in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Intuit position peaked at $62K in Q1 2019.
  • 998 funds tracked by Wall St. Rank held Intuit as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.