Patriot Financial Group Insurance Agency’s Insight Enterprises NSIT Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-127	Closed	-$11K	–	1409
2022 Q2	$11K	Sell	127 -26	-17%	-$2.54K	﹤0.01%	1209
2022 Q1	$16K	Sell	153 -3	-2%	-$305	﹤0.01%	1180
2021 Q4	$17K	Hold	156	–	–	﹤0.01%	1291
2021 Q3	$14K	Buy	156 +24	+18%	+$2.33K	﹤0.01%	1353
2021 Q2	$13K	Hold	132	–	–	﹤0.01%	1345
2021 Q1	$13K	Hold	132	–	–	﹤0.01%	1270
2020 Q4	$10K	Hold	132	–	–	﹤0.01%	1230
2020 Q3	$7K	Hold	132	–	–	﹤0.01%	1141
2020 Q2	$6K	Buy	132 +20	+18%	+$985	﹤0.01%	1140
2020 Q1	$5K	Buy	+112	New	+$6.48K	﹤0.01%	1082

Other funds holding NSIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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

FMI

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VNIM

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

Patriot Financial Group Insurance Agency's NSIT Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Insight Enterprises (NSIT) in Q3 2022, closing a stake of 127 shares — an estimated $11K sold.

Patriot Financial Group Insurance Agency first reported a position in NSIT in Q1 2020 and held it in 10 quarters. The position peaked at $17K in Q4 2021. 250 funds tracked by Wall St. Rank hold NSIT as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Insight Enterprises position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 127 Insight Enterprises shares in Q3 2022, an estimated $11K.
Patriot Financial Group Insurance Agency first reported a position in Insight Enterprises in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Insight Enterprises position peaked at $17K in Q4 2021.
250 funds tracked by Wall St. Rank held Insight Enterprises as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.