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Mayflower Financial Advisors’s Intapp INTA Stock Holding History

Mayflower Financial 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
2024
Q4 		– Sell
-4,716
Closed -$226K – 388
2024
Q3 		$226K Sell
4,716
-2,111
-31% -$85.1K 0.03% 340
2024
Q2 		$250K Buy
+6,827
New +$232K 0.04% 305

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

Mayflower Financial Advisors's INTA Position: Q4 2024 in Review

Mayflower Financial Advisors sold out of Intapp (INTA) in Q4 2024, closing a stake of 4,716 shares — an estimated $226K sold.

Mayflower Financial Advisors first reported a position in INTA in Q2 2024 and held it in 2 quarters. The position peaked at $250K in Q2 2024. 256 funds tracked by Wall St. Rank hold INTA as of Q4 2024.

  • Mayflower Financial Advisors reported no remaining Intapp position as of Q4 2024 after selling out during the quarter.
  • Mayflower Financial Advisors sold 4,716 Intapp shares in Q4 2024, an estimated $226K.
  • Mayflower Financial Advisors first reported a position in Intapp in Q2 2024 and held it in 2 quarters.
  • Mayflower Financial Advisors's Intapp position peaked at $250K in Q2 2024.
  • 256 funds tracked by Wall St. Rank held Intapp as of Q4 2024.

Based on Mayflower Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.