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EP Wealth Advisors’s Insmed INSM Stock Holding History

EP Wealth Advisors’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
Q2 		– Sell
-16,303
Closed -$442K – 875
2024
Q1 		$442K Buy
+16,303
New +$456K 0.01% 540

Other funds holding INSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return

EP Wealth Advisors's INSM Position: Q2 2024 in Review

EP Wealth Advisors sold out of Insmed (INSM) in Q2 2024, closing a stake of 16,303 shares — an estimated $442K sold.

EP Wealth Advisors first reported a position in INSM in Q1 2024 and held it in 1 quarter. The position peaked at $442K in Q1 2024. 378 funds tracked by Wall St. Rank hold INSM as of Q2 2024.

  • EP Wealth Advisors reported no remaining Insmed position as of Q2 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 16,303 Insmed shares in Q2 2024, an estimated $442K.
  • EP Wealth Advisors first reported a position in Insmed in Q1 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Insmed position peaked at $442K in Q1 2024.
  • 378 funds tracked by Wall St. Rank held Insmed as of Q2 2024.

Based on EP Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.