Cassady Schiller Wealth Management’s Insight Enterprises NSIT Stock Holding History

Cassady Schiller 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 Q4	$76K	Hold	500	–	–	0.03%	173
2024 Q3	$108K	Hold	500	–	–	0.04%	153
2024 Q2	$99.2K	Hold	500	–	–	0.04%	155
2024 Q1	$92.8K	Hold	500	–	–	0.04%	160
2023 Q4	$88.6K	Hold	500	–	–	0.04%	157
2023 Q3	$72.8K	Hold	500	–	–	0.04%	164
2023 Q2	$73.2K	Hold	500	–	–	0.04%	169
2023 Q1	$71.5K	Hold	500	–	–	0.03%	170
2022 Q4	$50.1K	Buy	+500	New	+$47.8K	0.03%	195
2022 Q1	–	Sell	-500	Closed	-$53K	–	428
2021 Q4	$53K	Buy	+500	New	+$49.7K	0.03%	200

Other funds holding NSIT

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Cassady Schiller Wealth Management's NSIT Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Insight Enterprises (NSIT) position steady in Q4 2024 at 500 shares worth $76K. The position accounts for 0.03% of the portfolio, ranked #173.

Cassady Schiller Wealth Management first reported a position in NSIT in Q4 2021 and has held it in 10 quarters since. The position peaked at $108K in Q3 2024. 329 funds tracked by Wall St. Rank hold NSIT as of Q4 2024.

Cassady Schiller Wealth Management held 500 shares of Insight Enterprises worth $76K as of Q4 2024.
Cassady Schiller Wealth Management left its Insight Enterprises share count unchanged in Q4 2024.
Insight Enterprises made up 0.03% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #173 holding.
Cassady Schiller Wealth Management first reported a position in Insight Enterprises in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Insight Enterprises position peaked at $108K in Q3 2024.
329 funds tracked by Wall St. Rank held Insight Enterprises as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.