Avantax Planning Partners’s Inspire Medical Systems INSP Stock Holding History

Avantax Planning Partners’s Portfolio INSP Stock Details INSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,002	Closed	-$756K	–	383
2022 Q4	$756K	Hold	3,002	–	–	0.03%	197
2022 Q3	$532K	Sell	3,002 -141	-4%	-$28.3K	0.02%	216
2022 Q2	$574K	Hold	3,143	–	–	0.02%	207
2022 Q1	$807K	Hold	3,143	–	–	0.03%	180
2021 Q4	$723K	Hold	3,143	–	–	0.03%	187
2021 Q3	$732K	Buy	3,143 +5	+0.2%	+$1.04K	0.03%	167
2021 Q2	$606K	Hold	3,138	–	–	0.03%	176
2021 Q1	$650K	Hold	3,138	–	–	0.03%	167
2020 Q4	$590K	Sell	3,138 -397	-11%	-$64.9K	0.03%	168
2020 Q3	$456K	Hold	3,535	–	–	0.02%	188
2020 Q2	$308K	Hold	3,535	–	–	0.02%	210
2020 Q1	$213K	Buy	3,535 +110	+3%	+$8.14K	0.01%	248
2019 Q4	$254K	Hold	3,425	–	–	0.01%	257
2019 Q3	$209K	Hold	3,425	–	–	0.01%	289
2019 Q2	$228K	Buy	+3,425	New	+$185K	0.01%	274
2018 Q4	–	Sell	-256	Closed	-$11K	–	727
2018 Q3	$11K	Buy	+256	New	+$12K	﹤0.01%	854

Other funds holding INSP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avantax Planning Partners's INSP Position: Q1 2023 in Review

Avantax Planning Partners sold out of Inspire Medical Systems (INSP) in Q1 2023, closing a stake of 3,002 shares — an estimated $756K sold.

Avantax Planning Partners first reported a position in INSP in Q3 2018 and held it in 16 quarters. The position peaked at $807K in Q1 2022. 373 funds tracked by Wall St. Rank hold INSP as of Q1 2023.

Avantax Planning Partners reported no remaining Inspire Medical Systems position as of Q1 2023 after selling out during the quarter.
Avantax Planning Partners sold 3,002 Inspire Medical Systems shares in Q1 2023, an estimated $756K.
Avantax Planning Partners first reported a position in Inspire Medical Systems in Q3 2018 and held it in 16 quarters.
Avantax Planning Partners's Inspire Medical Systems position peaked at $807K in Q1 2022.
373 funds tracked by Wall St. Rank held Inspire Medical Systems as of Q1 2023.

Based on Avantax Planning Partners's 13F filing for Q1 2023, filed 21 Apr 2023.