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Insight Wealth Strategies’s CenterPoint Energy CNP Stock Holding History

Insight Wealth Strategies’s Portfolio CNP Stock Details CNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10,079
Closed -$275K – 161
2019
Q4 		$275K Buy
+10,079
New +$274K 0.06% 172

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Insight Wealth Strategies's CNP Position: Q1 2020 in Review

Insight Wealth Strategies sold out of CenterPoint Energy (CNP) in Q1 2020, closing a stake of 10,079 shares — an estimated $275K sold.

Insight Wealth Strategies first reported a position in CNP in Q4 2019 and held it in 1 quarter. The position peaked at $275K in Q4 2019. 538 funds tracked by Wall St. Rank hold CNP as of Q1 2020.

  • Insight Wealth Strategies reported no remaining CenterPoint Energy position as of Q1 2020 after selling out during the quarter.
  • Insight Wealth Strategies sold 10,079 CenterPoint Energy shares in Q1 2020, an estimated $275K.
  • Insight Wealth Strategies first reported a position in CenterPoint Energy in Q4 2019 and held it in 1 quarter.
  • Insight Wealth Strategies's CenterPoint Energy position peaked at $275K in Q4 2019.
  • 538 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2020.

Based on Insight Wealth Strategies's 13F filing for Q1 2020, filed 21 Apr 2020.