SSB
INSI

Sandy Spring Bank’s Insight Select Income Fund INSI Stock Holding History

Sandy Spring Bank’s Portfolio INSI Stock Details INSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$33 – 1345
2024
Q1 		$33 Buy
+2
New +$32 ﹤0.01% 1229
2018
Q1 		– Sell
-50
Closed -$1K – 884
2017
Q4 		$1K Buy
+50
New +$1K ﹤0.01% 825

Other funds holding INSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

Sandy Spring Bank's INSI Position: Q2 2024 in Review

Sandy Spring Bank sold out of Insight Select Income Fund (INSI) in Q2 2024, closing a stake of 2 shares — an estimated $33 sold.

Sandy Spring Bank first reported a position in INSI in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q4 2017. 36 funds tracked by Wall St. Rank hold INSI as of Q2 2024.

  • Sandy Spring Bank reported no remaining Insight Select Income Fund position as of Q2 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 2 Insight Select Income Fund shares in Q2 2024, an estimated $33.
  • Sandy Spring Bank first reported a position in Insight Select Income Fund in Q4 2017 and held it in 2 quarters.
  • Sandy Spring Bank's Insight Select Income Fund position peaked at $1K in Q4 2017.
  • 36 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q2 2024.

Based on Sandy Spring Bank's 13F filing for Q2 2024, filed 6 Aug 2024.