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Insight Wealth Strategies’s Flowserve FLS Stock Holding History

Insight Wealth Strategies’s Portfolio FLS Stock Details FLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-67,744
Closed -$3.9M – 160
2024
Q4 		$3.9M Buy
67,744
+1,051
+2% +$60.3K 0.52% 61
2024
Q3 		$3.45M Buy
+66,693
New +$3.21M 0.45% 63

Other funds holding FLS

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Insight Wealth Strategies's FLS Position: Q1 2025 in Review

Insight Wealth Strategies sold out of Flowserve (FLS) in Q1 2025, closing a stake of 67,744 shares — an estimated $3.9M sold.

Insight Wealth Strategies first reported a position in FLS in Q3 2024 and held it in 2 quarters. The position peaked at $3.9M in Q4 2024. 484 funds tracked by Wall St. Rank hold FLS as of Q1 2025.

  • Insight Wealth Strategies reported no remaining Flowserve position as of Q1 2025 after selling out during the quarter.
  • Insight Wealth Strategies sold 67,744 Flowserve shares in Q1 2025, an estimated $3.9M.
  • Insight Wealth Strategies first reported a position in Flowserve in Q3 2024 and held it in 2 quarters.
  • Insight Wealth Strategies's Flowserve position peaked at $3.9M in Q4 2024.
  • 484 funds tracked by Wall St. Rank held Flowserve as of Q1 2025.

Based on Insight Wealth Strategies's 13F filing for Q1 2025, filed 3 Apr 2025.