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WESPAC Advisors SoCal’s Intuit INTU Stock Holding History

WESPAC Advisors SoCal’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
2019
Q2 		– Sell
-50
Closed -$13K – 187
2019
Q1 		$13K Sell
50
-52
-51% -$12K 0.01% 212
2018
Q4 		$20K Hold
102
– – 0.01% 179
2018
Q3 		$23K Buy
+102
New +$21.9K 0.01% 175

Other funds holding INTU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WESPAC Advisors SoCal's INTU Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Intuit (INTU) in Q2 2019, closing a stake of 50 shares — an estimated $13K sold.

WESPAC Advisors SoCal first reported a position in INTU in Q3 2018 and held it in 3 quarters. The position peaked at $23K in Q3 2018. 998 funds tracked by Wall St. Rank hold INTU as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Intuit position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 50 Intuit shares in Q2 2019, an estimated $13K.
  • WESPAC Advisors SoCal first reported a position in Intuit in Q3 2018 and held it in 3 quarters.
  • WESPAC Advisors SoCal's Intuit position peaked at $23K in Q3 2018.
  • 998 funds tracked by Wall St. Rank held Intuit as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.