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Coppell Advisory Solutions’s Intapp INTA Stock Holding History

Coppell Advisory Solutions’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
-3
Closed -$195 – 1069
2024
Q4 		$195 Hold
3
– – ﹤0.01% 1837
2024
Q3 		$143 Hold
3
– – ﹤0.01% 1762
2024
Q2 		$110 Buy
+3
New +$102 ﹤0.01% 1701

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Vanguard Group
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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

Coppell Advisory Solutions's INTA Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Intapp (INTA) in Q1 2025, closing a stake of 3 shares — an estimated $195 sold.

Coppell Advisory Solutions first reported a position in INTA in Q2 2024 and held it in 3 quarters. The position peaked at $195 in Q4 2024. 270 funds tracked by Wall St. Rank hold INTA as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Intapp position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 3 Intapp shares in Q1 2025, an estimated $195.
  • Coppell Advisory Solutions first reported a position in Intapp in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Intapp position peaked at $195 in Q4 2024.
  • 270 funds tracked by Wall St. Rank held Intapp as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.