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Insight Wealth Strategies’s SPS Commerce SPSC Stock Holding History

Insight Wealth Strategies’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,804
Closed -$1.9M – 180
2023
Q4 		$1.9M Sell
9,804
-699
-7% -$122K 0.31% 76
2023
Q3 		$1.79M Buy
10,503
+188
+2% +$33.4K 0.35% 55
2023
Q2 		$1.98M Sell
10,315
-144
-1% -$23.2K 0.38% 42
2023
Q1 		$1.59M Sell
10,459
-566
-5% -$80.3K 0.31% 54
2022
Q4 		$1.42M Buy
11,025
+176
+2% +$22.7K 0.27% 67
2022
Q3 		$1.23M Hold
10,849
– – 0.23% 83
2022
Q2 		$1.23M Sell
10,849
-177
-2% -$20K 0.23% 83
2022
Q1 		$1.45M Buy
11,026
+504
+5% +$63.1K 0.21% 79
2021
Q4 		$1.5M Buy
+10,522
New +$1.58M 0.21% 72

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Insight Wealth Strategies's SPSC Position: Q1 2024 in Review

Insight Wealth Strategies sold out of SPS Commerce (SPSC) in Q1 2024, closing a stake of 9,804 shares — an estimated $1.9M sold.

Insight Wealth Strategies first reported a position in SPSC in Q4 2021 and held it in 9 quarters. The position peaked at $1.98M in Q2 2023. 424 funds tracked by Wall St. Rank hold SPSC as of Q1 2024.

  • Insight Wealth Strategies reported no remaining SPS Commerce position as of Q1 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 9,804 SPS Commerce shares in Q1 2024, an estimated $1.9M.
  • Insight Wealth Strategies first reported a position in SPS Commerce in Q4 2021 and held it in 9 quarters.
  • Insight Wealth Strategies's SPS Commerce position peaked at $1.98M in Q2 2023.
  • 424 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2024.

Based on Insight Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.