Insight Wealth Strategies’s TripAdvisor TRIP Stock Holding History

Insight Wealth Strategies’s Portfolio TRIP Stock Details TRIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-62,358	Closed	-$1.73M	–	166
2024 Q1	$1.73M	Sell	62,358 -13,012	-17%	-$316K	0.25%	101
2023 Q4	$1.62M	Buy	75,370 +9,687	+15%	+$170K	0.26%	95
2023 Q3	$1.09M	Buy	65,683 +3,670	+6%	+$59.9K	0.21%	97
2023 Q2	$1.02M	Buy	62,013 +247	+0.4%	+$4.18K	0.2%	91
2023 Q1	$1.23M	Sell	61,766 -723	-1%	-$15.5K	0.24%	78
2022 Q4	$1.12M	Buy	+62,489	New	+$1.3M	0.22%	84

Other funds holding TRIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Insight Wealth Strategies's TRIP Position: Q2 2024 in Review

Insight Wealth Strategies sold out of TripAdvisor (TRIP) in Q2 2024, closing a stake of 62,358 shares — an estimated $1.73M sold.

Insight Wealth Strategies first reported a position in TRIP in Q4 2022 and held it in 6 quarters. The position peaked at $1.73M in Q1 2024. 286 funds tracked by Wall St. Rank hold TRIP as of Q2 2024.

Insight Wealth Strategies reported no remaining TripAdvisor position as of Q2 2024 after selling out during the quarter.
Insight Wealth Strategies sold 62,358 TripAdvisor shares in Q2 2024, an estimated $1.73M.
Insight Wealth Strategies first reported a position in TripAdvisor in Q4 2022 and held it in 6 quarters.
Insight Wealth Strategies's TripAdvisor position peaked at $1.73M in Q1 2024.
286 funds tracked by Wall St. Rank held TripAdvisor as of Q2 2024.

Based on Insight Wealth Strategies's 13F filing for Q2 2024, filed 8 Jul 2024.