IWS
SW

Insight Wealth Strategies’s Smurfit Westrock SW Stock Holding History

Insight Wealth Strategies’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-41,494
Closed -$2.05M – 179
2024
Q3 		$2.05M Buy
+41,494
New +$1.89M 0.27% 95

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Insight Wealth Strategies's SW Position: Q4 2024 in Review

Insight Wealth Strategies sold out of Smurfit Westrock (SW) in Q4 2024, closing a stake of 41,494 shares — an estimated $2.05M sold.

Insight Wealth Strategies first reported a position in SW in Q3 2024 and held it in 1 quarter. The position peaked at $2.05M in Q3 2024. 603 funds tracked by Wall St. Rank hold SW as of Q4 2024.

  • Insight Wealth Strategies reported no remaining Smurfit Westrock position as of Q4 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 41,494 Smurfit Westrock shares in Q4 2024, an estimated $2.05M.
  • Insight Wealth Strategies first reported a position in Smurfit Westrock in Q3 2024 and held it in 1 quarter.
  • Insight Wealth Strategies's Smurfit Westrock position peaked at $2.05M in Q3 2024.
  • 603 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2024.

Based on Insight Wealth Strategies's 13F filing for Q4 2024, filed 6 Jan 2025.