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WealthShield Partners’s Intuit INTU Stock Holding History

WealthShield Partners’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
Q3 		– Sell
-59
Closed -$29K – 474
2021
Q2 		$29K Buy
59
+14
+31% +$6.07K ﹤0.01% 585
2021
Q1 		$17K Sell
45
-1,420
-97% -$547K ﹤0.01% 694
2020
Q4 		$557K Buy
1,465
+123
+9% +$43.2K 0.1% 157
2020
Q3 		$438K Buy
1,342
+6
+0.4% +$1.88K 0.15% 145
2020
Q2 		$396K Buy
+1,336
New +$367K 0.18% 121

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthShield Partners's INTU Position: Q3 2021 in Review

WealthShield Partners sold out of Intuit (INTU) in Q3 2021, closing a stake of 59 shares — an estimated $29K sold.

WealthShield Partners first reported a position in INTU in Q2 2020 and held it in 5 quarters. The position peaked at $557K in Q4 2020. 1,445 funds tracked by Wall St. Rank hold INTU as of Q3 2021.

  • WealthShield Partners reported no remaining Intuit position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 59 Intuit shares in Q3 2021, an estimated $29K.
  • WealthShield Partners first reported a position in Intuit in Q2 2020 and held it in 5 quarters.
  • WealthShield Partners's Intuit position peaked at $557K in Q4 2020.
  • 1,445 funds tracked by Wall St. Rank held Intuit as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.