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Glassman Wealth Services’s Intapp INTA Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-28
Closed -$1.06K – 972
2023
Q4 		$1.06K Hold
28
– – ﹤0.01% 1525
2023
Q3 		$939 Hold
28
– – ﹤0.01% 1566
2023
Q2 		$1.17K Hold
28
– – ﹤0.01% 1395
2023
Q1 		$1.26K Hold
28
– – ﹤0.01% 1362
2022
Q4 		$698 Hold
28
– – ﹤0.01% 1532
2022
Q3 		$1K Sell
28
-16
-36% -$252 ﹤0.01% 1433
2022
Q2 		$1K Buy
+44
New +$924 ﹤0.01% 1440

Other funds holding INTA

Temasek Holdings
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Glassman Wealth Services's INTA Position: Q1 2024 in Review

Glassman Wealth Services sold out of Intapp (INTA) in Q1 2024, closing a stake of 28 shares — an estimated $1.06K sold.

Glassman Wealth Services first reported a position in INTA in Q2 2022 and held it in 7 quarters. The position peaked at $1.26K in Q1 2023. 178 funds tracked by Wall St. Rank hold INTA as of Q1 2024.

  • Glassman Wealth Services reported no remaining Intapp position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 28 Intapp shares in Q1 2024, an estimated $1.06K.
  • Glassman Wealth Services first reported a position in Intapp in Q2 2022 and held it in 7 quarters.
  • Glassman Wealth Services's Intapp position peaked at $1.26K in Q1 2023.
  • 178 funds tracked by Wall St. Rank held Intapp as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.