Thompson Davis & Co’s Intapp INTA Stock Holding History

Thompson Davis & Co’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 Q2	–	Sell	-6,500	Closed	-$291K	–	129
2023 Q1	$291K	Buy	+6,500	New	+$228K	0.38%	55

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

PIMC

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Thompson Davis & Co's INTA Position: Q2 2023 in Review

Thompson Davis & Co sold out of Intapp (INTA) in Q2 2023, closing a stake of 6,500 shares — an estimated $291K sold.

Thompson Davis & Co first reported a position in INTA in Q1 2023 and held it in 1 quarter. The position peaked at $291K in Q1 2023. 167 funds tracked by Wall St. Rank hold INTA as of Q2 2023.

Thompson Davis & Co reported no remaining Intapp position as of Q2 2023 after selling out during the quarter.
Thompson Davis & Co sold 6,500 Intapp shares in Q2 2023, an estimated $291K.
Thompson Davis & Co first reported a position in Intapp in Q1 2023 and held it in 1 quarter.
Thompson Davis & Co's Intapp position peaked at $291K in Q1 2023.
167 funds tracked by Wall St. Rank held Intapp as of Q2 2023.

Based on Thompson Davis & Co's 13F filing for Q2 2023, filed 13 Jul 2023.