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Insight Wealth Strategies’s Fluor FLR Stock Holding History

Insight Wealth Strategies’s Portfolio FLR Stock Details FLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-28,052
Closed -$1.22M – 164
2024
Q2 		$1.22M Buy
28,052
+584
+2% +$24.3K 0.17% 114
2024
Q1 		$1.16M Buy
27,468
+1,427
+5% +$54.8K 0.17% 116
2023
Q4 		$1.02M Buy
+26,041
New +$962K 0.16% 114

Other funds holding FLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Insight Wealth Strategies's FLR Position: Q3 2024 in Review

Insight Wealth Strategies sold out of Fluor (FLR) in Q3 2024, closing a stake of 28,052 shares — an estimated $1.22M sold.

Insight Wealth Strategies first reported a position in FLR in Q4 2023 and held it in 3 quarters. The position peaked at $1.22M in Q2 2024. 441 funds tracked by Wall St. Rank hold FLR as of Q3 2024.

  • Insight Wealth Strategies reported no remaining Fluor position as of Q3 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 28,052 Fluor shares in Q3 2024, an estimated $1.22M.
  • Insight Wealth Strategies first reported a position in Fluor in Q4 2023 and held it in 3 quarters.
  • Insight Wealth Strategies's Fluor position peaked at $1.22M in Q2 2024.
  • 441 funds tracked by Wall St. Rank held Fluor as of Q3 2024.

Based on Insight Wealth Strategies's 13F filing for Q3 2024, filed 7 Oct 2024.