AF
INSI

Allworth Financial’s Insight Select Income Fund INSI Stock Holding History

Allworth Financial’s Portfolio INSI Stock Details INSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-25
Closed -$410 – 3858
2024
Q2 		$410 Buy
+25
New +$403 ﹤0.01% 3423

Other funds holding INSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

Allworth Financial's INSI Position: Q3 2024 in Review

Allworth Financial sold out of Insight Select Income Fund (INSI) in Q3 2024, closing a stake of 25 shares — an estimated $410 sold.

Allworth Financial first reported a position in INSI in Q2 2024 and held it in 1 quarter. The position peaked at $410 in Q2 2024. 38 funds tracked by Wall St. Rank hold INSI as of Q3 2024.

  • Allworth Financial reported no remaining Insight Select Income Fund position as of Q3 2024 after selling out during the quarter.
  • Allworth Financial sold 25 Insight Select Income Fund shares in Q3 2024, an estimated $410.
  • Allworth Financial first reported a position in Insight Select Income Fund in Q2 2024 and held it in 1 quarter.
  • Allworth Financial's Insight Select Income Fund position peaked at $410 in Q2 2024.
  • 38 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q3 2024.

Based on Allworth Financial's 13F filing for Q3 2024, filed 23 Oct 2024.