Moran Wealth Management’s Intapp INTA Stock Holding History

Moran 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 Q3	–	Sell	-6,381	Closed	-$267K	–	387
2023 Q2	$267K	Buy	+6,381	New	+$275K	0.01%	359

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

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Moran Wealth Management's INTA Position: Q3 2023 in Review

Moran Wealth Management sold out of Intapp (INTA) in Q3 2023, closing a stake of 6,381 shares — an estimated $267K sold.

Moran Wealth Management first reported a position in INTA in Q2 2023 and held it in 1 quarter. The position peaked at $267K in Q2 2023. 156 funds tracked by Wall St. Rank hold INTA as of Q3 2023.

Moran Wealth Management reported no remaining Intapp position as of Q3 2023 after selling out during the quarter.
Moran Wealth Management sold 6,381 Intapp shares in Q3 2023, an estimated $267K.
Moran Wealth Management first reported a position in Intapp in Q2 2023 and held it in 1 quarter.
Moran Wealth Management's Intapp position peaked at $267K in Q2 2023.
156 funds tracked by Wall St. Rank held Intapp as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.