DWM
INST

Dakota Wealth Management’s Instructure Holdings, Inc. INST Stock Holding History

Dakota Wealth Management’s Portfolio INST Stock Details INST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,027
Closed -$217K – 794
2023
Q4 		$217K Sell
8,027
-161
-2% -$4.17K 0.01% 590
2023
Q3 		$208K Buy
+8,188
New +$212K 0.01% 592

Other funds holding INST

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dakota Wealth Management's INST Position: Q1 2024 in Review

Dakota Wealth Management sold out of Instructure Holdings, Inc. (INST) in Q1 2024, closing a stake of 8,027 shares — an estimated $217K sold.

Dakota Wealth Management first reported a position in INST in Q3 2023 and held it in 2 quarters. The position peaked at $217K in Q4 2023. 118 funds tracked by Wall St. Rank hold INST as of Q1 2024.

  • Dakota Wealth Management reported no remaining Instructure Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 8,027 Instructure Holdings, Inc. shares in Q1 2024, an estimated $217K.
  • Dakota Wealth Management first reported a position in Instructure Holdings, Inc. in Q3 2023 and held it in 2 quarters.
  • Dakota Wealth Management's Instructure Holdings, Inc. position peaked at $217K in Q4 2023.
  • 118 funds tracked by Wall St. Rank held Instructure Holdings, Inc. as of Q1 2024.

Based on Dakota Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.