TCI Wealth Advisors’s Insight Enterprises NSIT Stock Holding History

TCI Wealth Advisors’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	-183	Closed	-$26.2K	–	1518
2023 Q1	$26.2K	Hold	183	–	–	﹤0.01%	608
2022 Q4	$18.3K	Buy	183 +33	+22%	+$3.15K	﹤0.01%	739
2022 Q3	$12K	Buy	150 +20	+15%	+$1.78K	﹤0.01%	918
2022 Q2	$11K	Sell	130 -47	-27%	-$4.59K	﹤0.01%	960
2022 Q1	$19K	Hold	177	–	–	﹤0.01%	723
2021 Q4	$19K	Buy	177 +21	+13%	+$2.09K	﹤0.01%	737
2021 Q3	$14K	Hold	156	–	–	﹤0.01%	879
2021 Q2	$16K	Buy	156 +26	+20%	+$2.63K	﹤0.01%	686
2021 Q1	$12K	Buy	130 +77	+145%	+$6.6K	0.01%	756
2020 Q4	$4K	Hold	53	–	–	﹤0.01%	988
2020 Q3	$3K	Sell	53 -9	-15%	-$483	﹤0.01%	979
2020 Q2	$3K	Buy	62 +9	+17%	+$443	﹤0.01%	936
2020 Q1	$2K	Buy	+53	New	+$3.07K	﹤0.01%	1051

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

TCI Wealth Advisors's NSIT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Insight Enterprises (NSIT) in Q2 2023, closing a stake of 183 shares — an estimated $26.2K sold.

TCI Wealth Advisors first reported a position in NSIT in Q1 2020 and held it in 13 quarters. The position peaked at $26.2K in Q1 2023. 299 funds tracked by Wall St. Rank hold NSIT as of Q2 2023.

TCI Wealth Advisors reported no remaining Insight Enterprises position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 183 Insight Enterprises shares in Q2 2023, an estimated $26.2K.
TCI Wealth Advisors first reported a position in Insight Enterprises in Q1 2020 and held it in 13 quarters.
TCI Wealth Advisors's Insight Enterprises position peaked at $26.2K in Q1 2023.
299 funds tracked by Wall St. Rank held Insight Enterprises as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.