TPW
INSI

Transatlantique Private Wealth’s Insight Select Income Fund INSI Stock Holding History

Transatlantique Private Wealth’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
2025
Q1 		– Sell
-15,351
Closed -$266K – 217
2024
Q4 		$266K Hold
15,351
– – 0.1% 185
2024
Q3 		$271K Hold
15,351
– – 0.1% 188
2024
Q2 		$251K Hold
15,351
– – 0.1% 183
2024
Q1 		$253K Hold
15,351
– – 0.11% 193
2023
Q4 		$245K Hold
15,351
– – 0.11% 193
2023
Q3 		$231K Buy
15,351
+338
+2% +$5.21K 0.12% 184
2023
Q2 		$235K Buy
15,013
+1,409
+10% +$22.2K 0.12% 187
2023
Q1 		$216K Buy
+13,604
New +$215K 0.12% 195

Transatlantique Private Wealth's INSI Position: Q1 2025 in Review

Transatlantique Private Wealth sold out of Insight Select Income Fund (INSI) in Q1 2025, closing a stake of 15,351 shares — an estimated $266K sold.

Transatlantique Private Wealth first reported a position in INSI in Q1 2023 and held it in 8 quarters. The position peaked at $271K in Q3 2024. 0 funds tracked by Wall St. Rank hold INSI as of Q1 2025.

  • Transatlantique Private Wealth reported no remaining Insight Select Income Fund position as of Q1 2025 after selling out during the quarter.
  • Transatlantique Private Wealth sold 15,351 Insight Select Income Fund shares in Q1 2025, an estimated $266K.
  • Transatlantique Private Wealth first reported a position in Insight Select Income Fund in Q1 2023 and held it in 8 quarters.
  • Transatlantique Private Wealth's Insight Select Income Fund position peaked at $271K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2025.

Based on Transatlantique Private Wealth's 13F filing for Q1 2025, filed 13 May 2025.