TCI Wealth Advisors’s Intapp INTA Stock Holding History

TCI Wealth 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
2022 Q3	–	Sell	-218	Closed	-$3K	–	2413
2022 Q2	$3K	Buy	+218	New	+$4.58K	﹤0.01%	1820

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

TCI Wealth Advisors's INTA Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Intapp (INTA) in Q3 2022, closing a stake of 218 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in INTA in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 67 funds tracked by Wall St. Rank hold INTA as of Q3 2022.

TCI Wealth Advisors reported no remaining Intapp position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 218 Intapp shares in Q3 2022, an estimated $3K.
TCI Wealth Advisors first reported a position in Intapp in Q2 2022 and held it in 1 quarter.
TCI Wealth Advisors's Intapp position peaked at $3K in Q2 2022.
67 funds tracked by Wall St. Rank held Intapp as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.