WFO
INTU icon

Wealthgate Family Office’s Intuit INTU Stock Holding History

Wealthgate Family Office’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
-770
Closed -$295K – 26
2021
Q1 		$295K Buy
770
+169
+28% +$65.1K 0.4% 33
2020
Q4 		$228K Buy
+601
New +$211K 0.34% 33

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 $3.37T AUM 44.26% 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

Wealthgate Family Office's INTU Position: Q2 2021 in Review

Wealthgate Family Office sold out of Intuit (INTU) in Q2 2021, closing a stake of 770 shares — an estimated $295K sold.

Wealthgate Family Office first reported a position in INTU in Q4 2020 and held it in 2 quarters. The position peaked at $295K in Q1 2021. 1,380 funds tracked by Wall St. Rank hold INTU as of Q2 2021.

  • Wealthgate Family Office reported no remaining Intuit position as of Q2 2021 after selling out during the quarter.
  • Wealthgate Family Office sold 770 Intuit shares in Q2 2021, an estimated $295K.
  • Wealthgate Family Office first reported a position in Intuit in Q4 2020 and held it in 2 quarters.
  • Wealthgate Family Office's Intuit position peaked at $295K in Q1 2021.
  • 1,380 funds tracked by Wall St. Rank held Intuit as of Q2 2021.

Based on Wealthgate Family Office's 13F filing for Q2 2021, filed 11 Aug 2021.