CIBC Private Wealth Group’s Intapp INTA Stock Holding History

CIBC Private Wealth Group’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 Q2	–	Sell	-13	Closed	-$430	–	3220
2024 Q1	$430	Buy	+13	New	+$511	﹤0.01%	2947

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

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

PIMC

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

CIBC Private Wealth Group's INTA Position: Q2 2024 in Review

CIBC Private Wealth Group sold out of Intapp (INTA) in Q2 2024, closing a stake of 13 shares — an estimated $430 sold.

CIBC Private Wealth Group first reported a position in INTA in Q1 2024 and held it in 1 quarter. The position peaked at $430 in Q1 2024. 189 funds tracked by Wall St. Rank hold INTA as of Q2 2024.

CIBC Private Wealth Group reported no remaining Intapp position as of Q2 2024 after selling out during the quarter.
CIBC Private Wealth Group sold 13 Intapp shares in Q2 2024, an estimated $430.
CIBC Private Wealth Group first reported a position in Intapp in Q1 2024 and held it in 1 quarter.
CIBC Private Wealth Group's Intapp position peaked at $430 in Q1 2024.
189 funds tracked by Wall St. Rank held Intapp as of Q2 2024.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.