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J. Safra Asset Management’s Intapp INTA Stock Holding History

J. Safra Asset 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
2024
Q4 		– Sell
-1,209
Closed -$57.5K – 354
2024
Q3 		$57.5K Buy
1,209
+497
+70% +$20K 0.01% 153
2024
Q2 		$26.1K Buy
712
+615
+634% +$20.9K ﹤0.01% 174
2024
Q1 		$3.33K Buy
+97
New +$3.81K ﹤0.01% 166

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

J. Safra Asset Management's INTA Position: Q4 2024 in Review

J. Safra Asset Management sold out of Intapp (INTA) in Q4 2024, closing a stake of 1,209 shares — an estimated $57.5K sold.

J. Safra Asset Management first reported a position in INTA in Q1 2024 and held it in 3 quarters. The position peaked at $57.5K in Q3 2024. 256 funds tracked by Wall St. Rank hold INTA as of Q4 2024.

  • J. Safra Asset Management reported no remaining Intapp position as of Q4 2024 after selling out during the quarter.
  • J. Safra Asset Management sold 1,209 Intapp shares in Q4 2024, an estimated $57.5K.
  • J. Safra Asset Management first reported a position in Intapp in Q1 2024 and held it in 3 quarters.
  • J. Safra Asset Management's Intapp position peaked at $57.5K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held Intapp as of Q4 2024.

Based on J. Safra Asset Management's 13F filing for Q4 2024, filed 6 Feb 2025.