AWM
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AE Wealth Management’s Insight Enterprises NSIT Stock Holding History

AE Wealth Management’s Portfolio NSIT Stock Details NSIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,161
Closed -$215K – 1707
2023
Q4 		$215K Buy
+1,161
New +$181K ﹤0.01% 1863

Other funds holding NSIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's NSIT Position: Q1 2024 in Review

AE Wealth Management sold out of Insight Enterprises (NSIT) in Q1 2024, closing a stake of 1,161 shares — an estimated $215K sold.

AE Wealth Management first reported a position in NSIT in Q4 2023 and held it in 1 quarter. The position peaked at $215K in Q4 2023. 346 funds tracked by Wall St. Rank hold NSIT as of Q1 2024.

  • AE Wealth Management reported no remaining Insight Enterprises position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 1,161 Insight Enterprises shares in Q1 2024, an estimated $215K.
  • AE Wealth Management first reported a position in Insight Enterprises in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's Insight Enterprises position peaked at $215K in Q4 2023.
  • 346 funds tracked by Wall St. Rank held Insight Enterprises as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.