Focused Wealth Management’s Intapp INTA Stock Holding History

Focused Wealth Management’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 Q1	–	Sell	-21	Closed	-$524	–	1098
2022 Q4	$524	Buy	+21	New	+$464	﹤0.01%	941

Other funds holding INTA

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 Boston, Massachusetts $1.9T AUM 41.92% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Focused Wealth Management's INTA Position: Q1 2023 in Review

Focused Wealth Management sold out of Intapp (INTA) in Q1 2023, closing a stake of 21 shares — an estimated $524 sold.

Focused Wealth Management first reported a position in INTA in Q4 2022 and held it in 1 quarter. The position peaked at $524 in Q4 2022. 135 funds tracked by Wall St. Rank hold INTA as of Q1 2023.

Focused Wealth Management reported no remaining Intapp position as of Q1 2023 after selling out during the quarter.
Focused Wealth Management sold 21 Intapp shares in Q1 2023, an estimated $524.
Focused Wealth Management first reported a position in Intapp in Q4 2022 and held it in 1 quarter.
Focused Wealth Management's Intapp position peaked at $524 in Q4 2022.
135 funds tracked by Wall St. Rank held Intapp as of Q1 2023.

Based on Focused Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.