UCFA
INTA icon

United Capital Financial Advisors’s Intapp INTA Stock Holding History

United Capital 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
Q2 		– Sell
-230,623
Closed -$7.91M – 1071
2024
Q1 		$7.91M Sell
230,623
-2,216
-1% -$87.1K 0.07% 207
2023
Q4 		$8.85M Buy
232,839
+15
+0% +$552 0.07% 204
2023
Q3 		$7.8M Hold
232,824
– – 0.05% 252
2023
Q2 		$9.76M Hold
232,824
– – 0.05% 237
2023
Q1 		$10.4M Sell
232,824
-34,951
-13% -$1.23M 0.06% 232
2022
Q4 		$6.68M Buy
267,775
+9,300
+4% +$206K 0.04% 298
2022
Q3 		$4.83M Sell
258,475
-9,250
-3% -$145K 0.03% 324
2022
Q2 		$3.92M Hold
267,725
– – 0.02% 373
2022
Q1 		$6.43M Buy
+267,725
New +$5.84M 0.03% 329

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

United Capital Financial Advisors's INTA Position: Q2 2024 in Review

United Capital Financial Advisors sold out of Intapp (INTA) in Q2 2024, closing a stake of 230,623 shares — an estimated $7.91M sold.

United Capital Financial Advisors first reported a position in INTA in Q1 2022 and held it in 9 quarters. The position peaked at $10.4M in Q1 2023. 189 funds tracked by Wall St. Rank hold INTA as of Q2 2024.

  • United Capital Financial Advisors reported no remaining Intapp position as of Q2 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 230,623 Intapp shares in Q2 2024, an estimated $7.91M.
  • United Capital Financial Advisors first reported a position in Intapp in Q1 2022 and held it in 9 quarters.
  • United Capital Financial Advisors's Intapp position peaked at $10.4M in Q1 2023.
  • 189 funds tracked by Wall St. Rank held Intapp as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.