Envestnet Asset Management
INSI

Envestnet Asset Management’s Insight Select Income Fund INSI Stock Holding History

Envestnet Asset Management’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
2023
Q3 		– Sell
-55,122
Closed -$862K – 4183
2023
Q2 		$862K Buy
55,122
+28,602
+108% +$450K ﹤0.01% 2850
2023
Q1 		$421K Buy
+26,520
New +$418K ﹤0.01% 3257

Other funds holding INSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Envestnet Asset Management's INSI Position: Q3 2023 in Review

Envestnet Asset Management sold out of Insight Select Income Fund (INSI) in Q3 2023, closing a stake of 55,122 shares — an estimated $862K sold.

Envestnet Asset Management first reported a position in INSI in Q1 2023 and held it in 2 quarters. The position peaked at $862K in Q2 2023. 34 funds tracked by Wall St. Rank hold INSI as of Q3 2023.

  • Envestnet Asset Management reported no remaining Insight Select Income Fund position as of Q3 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 55,122 Insight Select Income Fund shares in Q3 2023, an estimated $862K.
  • Envestnet Asset Management first reported a position in Insight Select Income Fund in Q1 2023 and held it in 2 quarters.
  • Envestnet Asset Management's Insight Select Income Fund position peaked at $862K in Q2 2023.
  • 34 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q3 2023.

Based on Envestnet Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.