Simplicity Wealth’s Intapp INTA Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-6,223	Closed	-$228K	–	827
2024 Q2	$228K	Buy	+6,223	New	+$212K	0.01%	1054

Other funds holding INTA

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Simplicity Wealth's INTA Position: Q3 2024 in Review

Simplicity Wealth sold out of Intapp (INTA) in Q3 2024, closing a stake of 6,223 shares — an estimated $228K sold.

Simplicity Wealth first reported a position in INTA in Q2 2024 and held it in 1 quarter. The position peaked at $228K in Q2 2024. 218 funds tracked by Wall St. Rank hold INTA as of Q3 2024.

Simplicity Wealth reported no remaining Intapp position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 6,223 Intapp shares in Q3 2024, an estimated $228K.
Simplicity Wealth first reported a position in Intapp in Q2 2024 and held it in 1 quarter.
Simplicity Wealth's Intapp position peaked at $228K in Q2 2024.
218 funds tracked by Wall St. Rank held Intapp as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.