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Inspirion Wealth Advisors’s Fulgent Genetics FLGT Stock Holding History

Inspirion Wealth Advisors’s Portfolio FLGT Stock Details FLGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6,030
Closed -$329K – 121
2022
Q2 		$329K Buy
6,030
+900
+18% +$49.5K 0.07% 96
2022
Q1 		$320K Buy
+5,130
New +$338K 0.07% 86
2021
Q4 		– Sell
-3,160
Closed -$284K – 103
2021
Q3 		$284K Hold
3,160
– – 0.07% 79
2021
Q2 		$291K Buy
+3,160
New +$252K 0.07% 75

Other funds holding FLGT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Inspirion Wealth Advisors's FLGT Position: Q3 2022 in Review

Inspirion Wealth Advisors sold out of Fulgent Genetics (FLGT) in Q3 2022, closing a stake of 6,030 shares — an estimated $329K sold.

Inspirion Wealth Advisors first reported a position in FLGT in Q2 2021 and held it in 4 quarters. The position peaked at $329K in Q2 2022. 235 funds tracked by Wall St. Rank hold FLGT as of Q3 2022.

  • Inspirion Wealth Advisors reported no remaining Fulgent Genetics position as of Q3 2022 after selling out during the quarter.
  • Inspirion Wealth Advisors sold 6,030 Fulgent Genetics shares in Q3 2022, an estimated $329K.
  • Inspirion Wealth Advisors first reported a position in Fulgent Genetics in Q2 2021 and held it in 4 quarters.
  • Inspirion Wealth Advisors's Fulgent Genetics position peaked at $329K in Q2 2022.
  • 235 funds tracked by Wall St. Rank held Fulgent Genetics as of Q3 2022.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.