Focused Wealth Management’s Insight Enterprises NSIT Stock Holding History

Focused 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	-14	Closed	-$2.48K	–	688
2023 Q4	$2.48K	Hold	14	–	–	﹤0.01%	742
2023 Q3	$2.04K	Hold	14	–	–	﹤0.01%	766
2023 Q2	$2.05K	Hold	14	–	–	﹤0.01%	798
2023 Q1	$2K	Hold	14	–	–	﹤0.01%	794
2022 Q4	$1.4K	Hold	14	–	–	﹤0.01%	816
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	875
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	854
2022 Q1	$2K	Hold	14	–	–	﹤0.01%	799
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	908
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	916
2021 Q2	$1K	Buy	+14	New	+$1.42K	﹤0.01%	881

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Focused Wealth Management sold out of Insight Enterprises (NSIT) in Q1 2024, closing a stake of 14 shares — an estimated $2.48K sold.

Focused Wealth Management first reported a position in NSIT in Q2 2021 and held it in 11 quarters. The position peaked at $2.48K in Q4 2023. 346 funds tracked by Wall St. Rank hold NSIT as of Q1 2024.

Focused Wealth Management reported no remaining Insight Enterprises position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 14 Insight Enterprises shares in Q1 2024, an estimated $2.48K.
Focused Wealth Management first reported a position in Insight Enterprises in Q2 2021 and held it in 11 quarters.
Focused Wealth Management's Insight Enterprises position peaked at $2.48K in Q4 2023.
346 funds tracked by Wall St. Rank held Insight Enterprises as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.