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Forum Financial Management’s Insight Enterprises NSIT Stock Holding History

Forum Financial 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 		– Sell
-1,167
Closed -$251K – 950
2024
Q3 		$251K Sell
1,167
-4
-0.3% -$824 ﹤0.01% 606
2024
Q2 		$232K Buy
1,171
+7
+0.6% +$1.36K ﹤0.01% 594
2024
Q1 		$216K Sell
1,164
-38
-3% -$7.02K ﹤0.01% 667
2023
Q4 		$213K Buy
+1,202
New +$187K ﹤0.01% 621

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
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

Forum Financial Management's NSIT Position: Q4 2024 in Review

Forum Financial Management sold out of Insight Enterprises (NSIT) in Q4 2024, closing a stake of 1,167 shares — an estimated $251K sold.

Forum Financial Management first reported a position in NSIT in Q4 2023 and held it in 4 quarters. The position peaked at $251K in Q3 2024. 329 funds tracked by Wall St. Rank hold NSIT as of Q4 2024.

  • Forum Financial Management reported no remaining Insight Enterprises position as of Q4 2024 after selling out during the quarter.
  • Forum Financial Management sold 1,167 Insight Enterprises shares in Q4 2024, an estimated $251K.
  • Forum Financial Management first reported a position in Insight Enterprises in Q4 2023 and held it in 4 quarters.
  • Forum Financial Management's Insight Enterprises position peaked at $251K in Q3 2024.
  • 329 funds tracked by Wall St. Rank held Insight Enterprises as of Q4 2024.

Based on Forum Financial Management's 13F filing for Q4 2024, filed 13 Feb 2025.