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Oxford Financial Group’s Inspire Medical Systems INSP Stock Holding History

Oxford Financial Group’s Portfolio INSP Stock Details INSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-871
Closed -$283K – 280
2023
Q2 		$283K Buy
+871
New +$249K 0.03% 184

Other funds holding INSP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Oxford Financial Group's INSP Position: Q3 2023 in Review

Oxford Financial Group sold out of Inspire Medical Systems (INSP) in Q3 2023, closing a stake of 871 shares — an estimated $283K sold.

Oxford Financial Group first reported a position in INSP in Q2 2023 and held it in 1 quarter. The position peaked at $283K in Q2 2023. 364 funds tracked by Wall St. Rank hold INSP as of Q3 2023.

  • Oxford Financial Group reported no remaining Inspire Medical Systems position as of Q3 2023 after selling out during the quarter.
  • Oxford Financial Group sold 871 Inspire Medical Systems shares in Q3 2023, an estimated $283K.
  • Oxford Financial Group first reported a position in Inspire Medical Systems in Q2 2023 and held it in 1 quarter.
  • Oxford Financial Group's Inspire Medical Systems position peaked at $283K in Q2 2023.
  • 364 funds tracked by Wall St. Rank held Inspire Medical Systems as of Q3 2023.

Based on Oxford Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.