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Wealthcare Capital Management’s Intuit INTU Stock Holding History

Wealthcare 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
2021
Q2 		– Sell
-55
Closed -$21K – 354
2021
Q1 		$21K Buy
+55
New +$21.2K ﹤0.01% 206
2020
Q2 		– Sell
-14
Closed -$3K – 141
2020
Q1 		$3K Sell
14
-9
-39% -$2.44K ﹤0.01% 210
2019
Q4 		$6K Buy
+23
New +$6.01K ﹤0.01% 235
2015
Q2 		– Sell
-70
Closed -$7K – 629
2015
Q1 		$7K Buy
+70
New +$6.5K ﹤0.01% 566

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

Wealthcare Capital Management's INTU Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Intuit (INTU) in Q2 2021, closing a stake of 55 shares — an estimated $21K sold.

Wealthcare Capital Management first reported a position in INTU in Q1 2015 and held it in 4 quarters. The position peaked at $21K in Q1 2021. 1,380 funds tracked by Wall St. Rank hold INTU as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Intuit position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 55 Intuit shares in Q2 2021, an estimated $21K.
  • Wealthcare Capital Management first reported a position in Intuit in Q1 2015 and held it in 4 quarters.
  • Wealthcare Capital Management's Intuit position peaked at $21K in Q1 2021.
  • 1,380 funds tracked by Wall St. Rank held Intuit as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.