SC
INSI

Steph & Co’s Insight Select Income Fund INSI Stock Holding History

Steph & Co’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
2022
Q1 		– Sell
-2,250
Closed -$51K – 314
2021
Q4 		$51K Buy
+2,250
New +$48.8K 0.03% 205

Other funds holding INSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Steph & Co's INSI Position: Q1 2022 in Review

Steph & Co sold out of Insight Select Income Fund (INSI) in Q1 2022, closing a stake of 2,250 shares — an estimated $51K sold.

Steph & Co first reported a position in INSI in Q4 2021 and held it in 1 quarter. The position peaked at $51K in Q4 2021. 40 funds tracked by Wall St. Rank hold INSI as of Q1 2022.

  • Steph & Co reported no remaining Insight Select Income Fund position as of Q1 2022 after selling out during the quarter.
  • Steph & Co sold 2,250 Insight Select Income Fund shares in Q1 2022, an estimated $51K.
  • Steph & Co first reported a position in Insight Select Income Fund in Q4 2021 and held it in 1 quarter.
  • Steph & Co's Insight Select Income Fund position peaked at $51K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2022.

Based on Steph & Co's 13F filing for Q1 2022, filed 15 Apr 2022.