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Avior Wealth Management’s Intapp INTA Stock Holding History

Avior Wealth Management’s Portfolio INTA Stock Details INTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-801
Closed -$51.3K – 1518
2024
Q4 		$51.3K Buy
801
+15
+2% +$860 ﹤0.01% 1139
2024
Q3 		$37.6K Hold
786
– – ﹤0.01% 1218
2024
Q2 		$28.8K Sell
786
-4
-0.5% -$136 ﹤0.01% 1265
2024
Q1 		$27.1K Buy
+790
New +$31K ﹤0.01% 1474

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Avior Wealth Management's INTA Position: Q1 2025 in Review

Avior Wealth Management sold out of Intapp (INTA) in Q1 2025, closing a stake of 801 shares — an estimated $51.3K sold.

Avior Wealth Management first reported a position in INTA in Q1 2024 and held it in 4 quarters. The position peaked at $51.3K in Q4 2024. 270 funds tracked by Wall St. Rank hold INTA as of Q1 2025.

  • Avior Wealth Management reported no remaining Intapp position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 801 Intapp shares in Q1 2025, an estimated $51.3K.
  • Avior Wealth Management first reported a position in Intapp in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Intapp position peaked at $51.3K in Q4 2024.
  • 270 funds tracked by Wall St. Rank held Intapp as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.