YWP
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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 – 403
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return