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Insight Wealth Partners’s Analog Devices ADI Stock Holding History

Insight Wealth Partners’s Portfolio ADI Stock Details ADI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,641
Closed -$288K – 73
2021
Q4 		$288K Buy
+1,641
New +$291K 0.05% 68

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Insight Wealth Partners's ADI Position: Q1 2022 in Review

Insight Wealth Partners sold out of Analog Devices (ADI) in Q1 2022, closing a stake of 1,641 shares — an estimated $288K sold.

Insight Wealth Partners first reported a position in ADI in Q4 2021 and held it in 1 quarter. The position peaked at $288K in Q4 2021. 1,366 funds tracked by Wall St. Rank hold ADI as of Q1 2022.

  • Insight Wealth Partners reported no remaining Analog Devices position as of Q1 2022 after selling out during the quarter.
  • Insight Wealth Partners sold 1,641 Analog Devices shares in Q1 2022, an estimated $288K.
  • Insight Wealth Partners first reported a position in Analog Devices in Q4 2021 and held it in 1 quarter.
  • Insight Wealth Partners's Analog Devices position peaked at $288K in Q4 2021.
  • 1,366 funds tracked by Wall St. Rank held Analog Devices as of Q1 2022.

Based on Insight Wealth Partners's 13F filing for Q1 2022, filed 2 May 2022.