Pathstone Family Office’s Insight Enterprises NSIT Stock Holding History

Pathstone Family Office’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
2023 Q1	–	Sell	-2,735	Closed	-$274K	–	1412
2022 Q4	$274K	Buy	2,735 +111	+4%	+$10.6K	﹤0.01%	1276
2022 Q3	$216K	Buy	+2,624	New	+$233K	﹤0.01%	1318
2021 Q1	–	Sell	-4	Closed	–	–	1124
2020 Q4	$0	Hold	4	–	–	﹤0.01%	1281
2020 Q3	$0	Sell	4 -4	-50%	-$215	﹤0.01%	936
2020 Q2	$0	Buy	+8	New	+$394	﹤0.01%	899

Other funds holding NSIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Pathstone Family Office's NSIT Position: Q1 2023 in Review

Pathstone Family Office sold out of Insight Enterprises (NSIT) in Q1 2023, closing a stake of 2,735 shares — an estimated $274K sold.

Pathstone Family Office first reported a position in NSIT in Q2 2020 and held it in 5 quarters. The position peaked at $274K in Q4 2022. 288 funds tracked by Wall St. Rank hold NSIT as of Q1 2023.

Pathstone Family Office reported no remaining Insight Enterprises position as of Q1 2023 after selling out during the quarter.
Pathstone Family Office sold 2,735 Insight Enterprises shares in Q1 2023, an estimated $274K.
Pathstone Family Office first reported a position in Insight Enterprises in Q2 2020 and held it in 5 quarters.
Pathstone Family Office's Insight Enterprises position peaked at $274K in Q4 2022.
288 funds tracked by Wall St. Rank held Insight Enterprises as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.