EWA
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Evolution Wealth Advisors’s Insmed INSM Stock Holding History

Evolution 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
2021
Q4 		– Sell
-367
Closed -$10K – 380
2021
Q3 		$10K Sell
367
-551
-60% -$14.5K ﹤0.01% 397
2021
Q2 		$26K Buy
918
+213
+30% +$6.32K 0.01% 275
2021
Q1 		$24K Buy
705
+55
+8% +$2.1K 0.01% 269
2020
Q4 		$22K Sell
650
-312
-32% -$11.4K 0.01% 254
2020
Q3 		$31K Sell
962
-87
-8% -$2.5K 0.01% 227
2020
Q2 		$29K Hold
1,049
– – 0.01% 177
2020
Q1 		$17K Sell
1,049
-48
-4% -$1.14K 0.01% 161
2019
Q4 		$26K Buy
1,097
+989
+916% +$20.1K 0.01% 202
2019
Q3 		$2K Buy
+108
New +$2.09K ﹤0.01% 415

Other funds holding INSM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
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
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

Evolution Wealth Advisors's INSM Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Insmed (INSM) in Q4 2021, closing a stake of 367 shares — an estimated $10K sold.

Evolution Wealth Advisors first reported a position in INSM in Q3 2019 and held it in 9 quarters. The position peaked at $31K in Q3 2020. 214 funds tracked by Wall St. Rank hold INSM as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Insmed position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 367 Insmed shares in Q4 2021, an estimated $10K.
  • Evolution Wealth Advisors first reported a position in Insmed in Q3 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Insmed position peaked at $31K in Q3 2020.
  • 214 funds tracked by Wall St. Rank held Insmed as of Q4 2021.

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