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Insight Wealth Strategies’s Bloomin' Brands BLMN Stock Holding History

Insight Wealth Strategies’s Portfolio BLMN Stock Details BLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-53,635
Closed -$1.51M – 163
2023
Q4 		$1.51M Buy
53,635
+3,852
+8% +$93.6K 0.24% 97
2023
Q3 		$1.22M Buy
49,783
+2,170
+5% +$57.6K 0.24% 89
2023
Q2 		$1.28M Buy
47,613
+30,471
+178% +$763K 0.25% 80
2023
Q1 		$440K Buy
17,142
+19
+0.1% +$472 0.09% 110
2022
Q4 		$345K Buy
+17,123
New +$371K 0.07% 117

Other funds holding BLMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Insight Wealth Strategies's BLMN Position: Q1 2024 in Review

Insight Wealth Strategies sold out of Bloomin' Brands (BLMN) in Q1 2024, closing a stake of 53,635 shares — an estimated $1.51M sold.

Insight Wealth Strategies first reported a position in BLMN in Q4 2022 and held it in 5 quarters. The position peaked at $1.51M in Q4 2023. 284 funds tracked by Wall St. Rank hold BLMN as of Q1 2024.

  • Insight Wealth Strategies reported no remaining Bloomin' Brands position as of Q1 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 53,635 Bloomin' Brands shares in Q1 2024, an estimated $1.51M.
  • Insight Wealth Strategies first reported a position in Bloomin' Brands in Q4 2022 and held it in 5 quarters.
  • Insight Wealth Strategies's Bloomin' Brands position peaked at $1.51M in Q4 2023.
  • 284 funds tracked by Wall St. Rank held Bloomin' Brands as of Q1 2024.

Based on Insight Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.