YorkBridge Wealth Partners’s Intuit INTU Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-514	Closed	-$134K	–	402
2019 Q2	$134K	Buy	514 +89	+21%	+$22.6K	0.06%	244
2019 Q1	$111K	Hold	425	–	–	0.05%	259
2018 Q4	$84K	Hold	425	–	–	0.04%	272
2018 Q3	$97K	Hold	425	–	–	0.04%	290
2018 Q2	$87K	Hold	425	–	–	0.04%	308
2018 Q1	$74K	Hold	425	–	–	0.03%	326
2017 Q4	$67K	Hold	425	–	–	0.03%	338
2017 Q3	$60K	Hold	425	–	–	0.03%	352
2017 Q2	$56K	Hold	425	–	–	0.03%	361
2017 Q1	$54K	Buy	425 +300	+240%	+$36K	0.03%	362
2016 Q4	$15K	Buy	+125	New	+$14K	0.01%	506

Other funds holding INTU

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

YorkBridge Wealth Partners's INTU Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Intuit (INTU) in Q3 2019, closing a stake of 514 shares — an estimated $134K sold.

YorkBridge Wealth Partners first reported a position in INTU in Q4 2016 and held it in 11 quarters. The position peaked at $134K in Q2 2019. 1,010 funds tracked by Wall St. Rank hold INTU as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Intuit position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 514 Intuit shares in Q3 2019, an estimated $134K.
YorkBridge Wealth Partners first reported a position in Intuit in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Intuit position peaked at $134K in Q2 2019.
1,010 funds tracked by Wall St. Rank held Intuit as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.