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Pathstone Family Office’s Inspire Medical Systems INSP Stock Holding History

Pathstone Family Office’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 		$476K Buy
2,399
+25
+1% +$6.3K ﹤0.01% 1062
2023
Q2 		$771K Sell
2,374
-4
-0.2% -$1.14K 0.01% 567
2023
Q1 		$557K Sell
2,378
-2,196
-48% -$555K 0.01% 640
2022
Q4 		$1.15M Buy
4,574
+28
+0.6% +$5.97K 0.01% 730
2022
Q3 		$806K Buy
4,546
+2,332
+105% +$469K 0.01% 852
2022
Q2 		$404K Sell
2,214
-526
-19% -$105K 0.01% 664
2022
Q1 		$703K Sell
2,740
-12
-0.4% -$2.74K 0.02% 431
2021
Q4 		$633K Buy
2,752
+25
+0.9% +$6.1K 0.02% 465
2021
Q3 		$635K Buy
2,727
+160
+6% +$33.4K 0.02% 433
2021
Q2 		$496K Buy
2,567
+942
+58% +$187K 0.01% 466
2021
Q1 		$336K Buy
+1,625
New +$345K 0.01% 453

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

Pathstone Family Office's INSP Position: Q3 2023 in Review

Pathstone Family Office increased its Inspire Medical Systems (INSP) stake by 1.1% in Q3 2023, buying an estimated $6.3K and bringing the position to 2,399 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Pathstone Family Office first reported a position in INSP in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.15M in Q4 2022. 364 funds tracked by Wall St. Rank hold INSP as of Q3 2023.

  • Pathstone Family Office held 2,399 shares of Inspire Medical Systems worth $476K as of Q3 2023.
  • Pathstone Family Office bought 25 Inspire Medical Systems shares in Q3 2023, an estimated $6.3K.
  • Inspire Medical Systems made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1062 holding.
  • Pathstone Family Office first reported a position in Inspire Medical Systems in Q1 2021 and has held it in 11 quarters since.
  • Pathstone Family Office's Inspire Medical Systems position peaked at $1.15M in Q4 2022.
  • 364 funds tracked by Wall St. Rank held Inspire Medical Systems as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.