BerganKDV Wealth Management’s Insmed INSM Stock Holding History

BerganKDV Wealth Management’s Portfolio INSM Stock Details INSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-500	Closed	-$14K	–	1093
2021 Q3	$14K	Buy	+500	New	+$13.1K	﹤0.01%	579

Other funds holding INSM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

PAI

Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

BerganKDV Wealth Management's INSM Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of Insmed (INSM) in Q4 2021, closing a stake of 500 shares — an estimated $14K sold.

BerganKDV Wealth Management first reported a position in INSM in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 214 funds tracked by Wall St. Rank hold INSM as of Q4 2021.

BerganKDV Wealth Management reported no remaining Insmed position as of Q4 2021 after selling out during the quarter.
BerganKDV Wealth Management sold 500 Insmed shares in Q4 2021, an estimated $14K.
BerganKDV Wealth Management first reported a position in Insmed in Q3 2021 and held it in 1 quarter.
BerganKDV Wealth Management's Insmed position peaked at $14K in Q3 2021.
214 funds tracked by Wall St. Rank held Insmed as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.