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IFP Advisors’s Intapp INTA Stock Holding History

IFP Advisors’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
2026
Q1 		$2.36K Sell
92
-263
-74% -$7.84K ﹤0.01% 3903
2025
Q4 		$16.3K Buy
355
+351
+8,775% +$14.6K ﹤0.01% 2824
2025
Q3 		$164 Buy
+4
New +$173 ﹤0.01% 4434
2025
Q2 		– Sell
-1
Closed -$55 – 3202
2025
Q1 		$58 Sell
1
-336
-100% -$22.1K ﹤0.01% 3992
2024
Q4 		$21.6K Buy
337
+1
+0.3% +$57 ﹤0.01% 2214
2024
Q3 		$16.1K Hold
336
– – ﹤0.01% 2238
2024
Q2 		$12.3K Buy
+336
New +$11.4K ﹤0.01% 2272
2023
Q3 		– Sell
-73
Closed -$3.06K – 3434
2023
Q2 		$3.06K Buy
+73
New +$3.15K ﹤0.01% 2725
2023
Q1 		– Sell
-25
Closed -$1K – 3906
2022
Q4 		$1K Buy
+25
New +$553 ﹤0.01% 4379

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return