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Wealthspire Advisors (Maryland)’s Intuit INTU Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$900K Sell
2,760
-340
-11% -$106K 0.03% 201
2020
Q2 		$918K Buy
3,100
+119
+4% +$32.6K 0.07% 172
2020
Q1 		$686K Buy
2,981
+231
+8% +$62.5K 0.06% 194
2019
Q4 		$720K Sell
2,750
-1
-0% -$261 0.05% 218
2019
Q3 		$731K Sell
2,751
-2
-0.1% -$550 0.05% 196
2019
Q2 		$719K Sell
2,753
-162
-6% -$41.2K 0.05% 188
2019
Q1 		$762K Sell
2,915
-113
-4% -$26.1K 0.06% 173
2018
Q4 		$596K Buy
3,028
+132
+5% +$27.5K 0.05% 191
2018
Q3 		$658K Buy
2,896
+38
+1% +$8.16K 0.05% 196
2018
Q2 		$584K Sell
2,858
-40
-1% -$7.67K 0.05% 207
2018
Q1 		$502K Buy
2,898
+52
+2% +$8.75K 0.05% 245
2017
Q4 		$449K Sell
2,846
-671
-19% -$102K 0.04% 281
2017
Q3 		$500K Sell
3,517
-77
-2% -$10.6K 0.05% 238
2017
Q2 		$477K Buy
3,594
+271
+8% +$35.1K 0.06% 237
2017
Q1 		$385K Sell
3,323
-68
-2% -$8.15K 0.05% 237
2016
Q4 		$389K Sell
3,391
-134
-4% -$15K 0.06% 220
2016
Q3 		$388K Sell
3,525
-205
-5% -$22.9K 0.06% 218
2016
Q2 		$416K Sell
3,730
-88
-2% -$9.2K 0.07% 195
2016
Q1 		$397K Buy
3,818
+147
+4% +$14.2K 0.07% 193
2015
Q4 		$354K Buy
+3,671
New +$355K 0.07% 216

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s INTU Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Intuit (INTU) stake by 11% in Q3 2020, selling an estimated $106K and leaving 2,760 shares worth $900K. The position accounts for 0.03% of the portfolio, ranked #201.

Wealthspire Advisors (Maryland) first reported a position in INTU in Q4 2015 and has held it in 20 quarters since. The position peaked at $918K in Q2 2020. 1,175 funds tracked by Wall St. Rank hold INTU as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,760 shares of Intuit worth $900K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 340 Intuit shares in Q3 2020, an estimated $106K.
  • Intuit made up 0.03% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #201 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Intuit in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Intuit position peaked at $918K in Q2 2020.
  • 1,175 funds tracked by Wall St. Rank held Intuit as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.