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Concourse Financial Group Securities’s Intapp INTA Stock Holding History

Concourse Financial Group Securities’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
-323
Closed -$22.5K – 1038
2024
Q4 		$22.5K Buy
+323
New +$18.5K ﹤0.01% 1515

Other funds holding INTA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Concourse Financial Group Securities's INTA Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Intapp (INTA) in Q1 2025, closing a stake of 323 shares — an estimated $22.5K sold.

Concourse Financial Group Securities first reported a position in INTA in Q4 2024 and held it in 1 quarter. The position peaked at $22.5K in Q4 2024. 270 funds tracked by Wall St. Rank hold INTA as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Intapp position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 323 Intapp shares in Q1 2025, an estimated $22.5K.
  • Concourse Financial Group Securities first reported a position in Intapp in Q4 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's Intapp position peaked at $22.5K in Q4 2024.
  • 270 funds tracked by Wall St. Rank held Intapp as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.