Monterey Private Wealth’s Instructure Holdings, Inc. INST Stock Holding History

Monterey Private Wealth’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 Q4	–	Sell	-12,396	Closed	-$292K	–	144
2024 Q3	$292K	Buy	12,396 +1,328	+12%	+$31.3K	0.1%	96
2024 Q2	$259K	Buy	11,068 +1,154	+12%	+$24.6K	0.1%	98
2024 Q1	$212K	Buy	9,914 +1,107	+13%	+$26.1K	0.09%	106
2023 Q4	$238K	Sell	8,807 -1,831	-17%	-$47.5K	0.11%	91
2023 Q3	$270K	Buy	10,638 +1,494	+16%	+$38.7K	0.14%	76
2023 Q2	$230K	Buy	9,144 +1,204	+15%	+$30.2K	0.11%	91
2023 Q1	$206K	Sell	7,940 -1,497	-16%	-$38.5K	0.11%	95
2022 Q4	$221K	Buy	+9,437	New	+$220K	0.12%	94

Monterey Private Wealth's INST Position: Q4 2024 in Review

Monterey Private Wealth sold out of Instructure Holdings, Inc. (INST) in Q4 2024, closing a stake of 12,396 shares — an estimated $292K sold.

Monterey Private Wealth first reported a position in INST in Q4 2022 and held it in 8 quarters. The position peaked at $292K in Q3 2024. 0 funds tracked by Wall St. Rank hold INST as of Q4 2024.

Monterey Private Wealth reported no remaining Instructure Holdings, Inc. position as of Q4 2024 after selling out during the quarter.
Monterey Private Wealth sold 12,396 Instructure Holdings, Inc. shares in Q4 2024, an estimated $292K.
Monterey Private Wealth first reported a position in Instructure Holdings, Inc. in Q4 2022 and held it in 8 quarters.
Monterey Private Wealth's Instructure Holdings, Inc. position peaked at $292K in Q3 2024.
0 funds tracked by Wall St. Rank held Instructure Holdings, Inc. as of Q4 2024.

Based on Monterey Private Wealth's 13F filing for Q4 2024, filed 17 Jan 2025.