TWP
NSIT icon

TFO Wealth Partners’s Insight Enterprises NSIT Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-2
Closed -$371 – 531
2024
Q1 		$371 Hold
2
– – ﹤0.01% 338
2023
Q4 		$354 Hold
2
– – ﹤0.01% 454
2023
Q3 		$293 Hold
2
– – ﹤0.01% 666
2023
Q2 		$293 Hold
2
– – ﹤0.01% 412
2023
Q1 		$286 Hold
2
– – ﹤0.01% 388
2022
Q4 		$141 Buy
+2
New +$191 ﹤0.01% 700

Other funds holding NSIT

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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFO Wealth Partners's NSIT Position: Q2 2024 in Review

TFO Wealth Partners sold out of Insight Enterprises (NSIT) in Q2 2024, closing a stake of 2 shares — an estimated $371 sold.

TFO Wealth Partners first reported a position in NSIT in Q4 2022 and held it in 6 quarters. The position peaked at $371 in Q1 2024. 351 funds tracked by Wall St. Rank hold NSIT as of Q2 2024.

  • TFO Wealth Partners reported no remaining Insight Enterprises position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Insight Enterprises shares in Q2 2024, an estimated $371.
  • TFO Wealth Partners first reported a position in Insight Enterprises in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Insight Enterprises position peaked at $371 in Q1 2024.
  • 351 funds tracked by Wall St. Rank held Insight Enterprises as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.