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Capital Impact Advisors’s Intapp INTA Stock Holding History

Capital Impact Advisors’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
2023
Q3 		– Sell
-7,551
Closed -$316K – 140
2023
Q2 		$316K Sell
7,551
-6,997
-48% -$302K 0.35% 131
2023
Q1 		$652K Buy
14,548
+2,992
+26% +$105K 0.8% 39
2022
Q4 		$288K Hold
11,556
– – 0.28% 153
2022
Q3 		$250K Buy
11,556
+5,138
+80% +$80.8K 0.25% 159
2022
Q2 		$94K Buy
+6,418
New +$135K 0.09% 221

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital Impact Advisors's INTA Position: Q3 2023 in Review

Capital Impact Advisors sold out of Intapp (INTA) in Q3 2023, closing a stake of 7,551 shares — an estimated $316K sold.

Capital Impact Advisors first reported a position in INTA in Q2 2022 and held it in 5 quarters. The position peaked at $652K in Q1 2023. 156 funds tracked by Wall St. Rank hold INTA as of Q3 2023.

  • Capital Impact Advisors reported no remaining Intapp position as of Q3 2023 after selling out during the quarter.
  • Capital Impact Advisors sold 7,551 Intapp shares in Q3 2023, an estimated $316K.
  • Capital Impact Advisors first reported a position in Intapp in Q2 2022 and held it in 5 quarters.
  • Capital Impact Advisors's Intapp position peaked at $652K in Q1 2023.
  • 156 funds tracked by Wall St. Rank held Intapp as of Q3 2023.

Based on Capital Impact Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.