Capital Performance Advisors’s Intapp INTA Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-18	Closed	-$861	–	1366
2024 Q3	$861	Buy	+18	New	+$726	﹤0.01%	1972

Other funds holding INTA

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Performance Advisors's INTA Position: Q4 2024 in Review

Capital Performance Advisors sold out of Intapp (INTA) in Q4 2024, closing a stake of 18 shares — an estimated $861 sold.

Capital Performance Advisors first reported a position in INTA in Q3 2024 and held it in 1 quarter. The position peaked at $861 in Q3 2024. 256 funds tracked by Wall St. Rank hold INTA as of Q4 2024.

Capital Performance Advisors reported no remaining Intapp position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 18 Intapp shares in Q4 2024, an estimated $861.
Capital Performance Advisors first reported a position in Intapp in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Intapp position peaked at $861 in Q3 2024.
256 funds tracked by Wall St. Rank held Intapp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.