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Vestmark Advisory Solutions’s Intapp INTA Stock Holding History

Vestmark Advisory Solutions’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
Q4 		– Sell
-5,646
Closed -$270K – 592
2024
Q3 		$270K Sell
5,646
-373
-6% -$15K 0.01% 474
2024
Q2 		$221K Buy
+6,019
New +$205K 0.01% 509

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vestmark Advisory Solutions's INTA Position: Q4 2024 in Review

Vestmark Advisory Solutions sold out of Intapp (INTA) in Q4 2024, closing a stake of 5,646 shares — an estimated $270K sold.

Vestmark Advisory Solutions first reported a position in INTA in Q2 2024 and held it in 2 quarters. The position peaked at $270K in Q3 2024. 256 funds tracked by Wall St. Rank hold INTA as of Q4 2024.

  • Vestmark Advisory Solutions reported no remaining Intapp position as of Q4 2024 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 5,646 Intapp shares in Q4 2024, an estimated $270K.
  • Vestmark Advisory Solutions first reported a position in Intapp in Q2 2024 and held it in 2 quarters.
  • Vestmark Advisory Solutions's Intapp position peaked at $270K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held Intapp as of Q4 2024.

Based on Vestmark Advisory Solutions's 13F filing for Q4 2024, filed 6 Feb 2025.