Spire Wealth Management’s Insight Enterprises NSIT Stock Holding History

Spire Wealth Management’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 Q2	–	Sell	-15	Closed	-$2.14K	–	2484
2023 Q1	$2.14K	Sell	15 -90	-86%	-$11.2K	﹤0.01%	2246
2022 Q4	$11K	Buy	+105	New	+$10K	﹤0.01%	1581
2022 Q1	–	Sell	-17	Closed	-$2K	–	2758
2021 Q4	$2K	Buy	+17	New	+$1.69K	﹤0.01%	2790
2021 Q2	–	Sell	-17	Closed	-$2K	–	2842
2021 Q1	$2K	Buy	+17	New	+$1.46K	﹤0.01%	2868

Other funds holding NSIT

BlackRock New York $5.72T AUM 30.48% 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

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

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

FMI

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

VNIM

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

Spire Wealth Management's NSIT Position: Q2 2023 in Review

Spire Wealth Management sold out of Insight Enterprises (NSIT) in Q2 2023, closing a stake of 15 shares — an estimated $2.14K sold.

Spire Wealth Management first reported a position in NSIT in Q1 2021 and held it in 4 quarters. The position peaked at $11K in Q4 2022. 299 funds tracked by Wall St. Rank hold NSIT as of Q2 2023.

Spire Wealth Management reported no remaining Insight Enterprises position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 15 Insight Enterprises shares in Q2 2023, an estimated $2.14K.
Spire Wealth Management first reported a position in Insight Enterprises in Q1 2021 and held it in 4 quarters.
Spire Wealth Management's Insight Enterprises position peaked at $11K in Q4 2022.
299 funds tracked by Wall St. Rank held Insight Enterprises as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.