WealthStone’s Intuit INTU Stock Holding History

WealthStone’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 Q1	$248K	Buy	648 +68	+12%	+$26.2K	0.09%	203
2020 Q4	$220K	Buy	+580	New	+$204K	0.08%	198

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthStone's INTU Position: Q1 2021 in Review

WealthStone increased its Intuit (INTU) stake by 12% in Q1 2021, buying an estimated $26.2K and bringing the position to 648 shares worth $248K. The position accounts for 0.09% of the portfolio, ranked #203.

WealthStone first reported a position in INTU in Q4 2020 and has held it in 2 quarters since. 1,334 funds tracked by Wall St. Rank hold INTU as of Q1 2021.

WealthStone held 648 shares of Intuit worth $248K as of Q1 2021.
WealthStone bought 68 Intuit shares in Q1 2021, an estimated $26.2K.
Intuit made up 0.09% of WealthStone's portfolio in Q1 2021, its #203 holding.
WealthStone first reported a position in Intuit in Q4 2020 and has held it in 2 quarters since.
1,334 funds tracked by Wall St. Rank held Intuit as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.