Calton & Associates’s Insmed INSM Stock Holding History

Calton & Associates’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
2024 Q1	–	Sell	-7,993	Closed	-$248K	–	219
2023 Q4	$248K	Buy	+7,993	New	+$207K	0.1%	191
2022 Q2	–	Sell	-9,801	Closed	-$230K	–	298
2022 Q1	$230K	Buy	9,801 +1,331	+16%	+$30.9K	0.07%	305
2021 Q4	$230K	Sell	8,470 -171	-2%	-$4.89K	0.06%	322
2021 Q3	$237K	Sell	8,641 -66	-0.8%	-$1.73K	0.05%	339
2021 Q2	$248K	Sell	8,707 -281	-3%	-$8.34K	0.05%	331
2021 Q1	$306K	Buy	8,988 +1,613	+22%	+$61.6K	0.06%	281
2020 Q4	$246K	Sell	7,375 -1,628	-18%	-$59.5K	0.04%	311
2020 Q3	$289K	Sell	9,003 -451	-5%	-$13K	0.06%	239
2020 Q2	$260K	Buy	+9,454	New	+$224K	0.06%	246
2020 Q1	–	Sell	-8,746	Closed	-$209K	–	342
2019 Q4	$209K	Buy	+8,746	New	+$178K	0.04%	332

Other funds holding INSM

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

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

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

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

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Calton & Associates's INSM Position: Q1 2024 in Review

Calton & Associates sold out of Insmed (INSM) in Q1 2024, closing a stake of 7,993 shares — an estimated $248K sold.

Calton & Associates first reported a position in INSM in Q4 2019 and held it in 10 quarters. The position peaked at $306K in Q1 2021. 288 funds tracked by Wall St. Rank hold INSM as of Q1 2024.

Calton & Associates reported no remaining Insmed position as of Q1 2024 after selling out during the quarter.
Calton & Associates sold 7,993 Insmed shares in Q1 2024, an estimated $248K.
Calton & Associates first reported a position in Insmed in Q4 2019 and held it in 10 quarters.
Calton & Associates's Insmed position peaked at $306K in Q1 2021.
288 funds tracked by Wall St. Rank held Insmed as of Q1 2024.

Based on Calton & Associates's 13F filing for Q1 2024, filed 16 Apr 2024.