Financial Insights, Inc. Closed Holding Positions

Financial Insights, Inc.

  • $303 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IYT
Ishares Tr U.S. Transportation

ETFs
Q4 2023 Filed on Jan 24, 2024
835
$211.21 - $265.21 $176K - $221K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q4 2023 Filed on Jan 24, 2024
4,511
$91.67 - $99.66 $414K - $450K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
Q4 2023 Filed on Jan 24, 2024
5,973
$32.75 - $35.56 $196K - $212K
HEFA
Ishares Currency Hedged Msci E

ETFs
Q4 2023 Filed on Jan 24, 2024
23,179
$28.86 - $31.76 $669K - $736K
KEYS
Keysight Technologies, Inc.

Technology
Q4 2023 Filed on Jan 24, 2024
5,211
$119.31 - $160.34 $622K - $836K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
Q4 2023 Filed on Jan 24, 2024
3,191
$97.71 - $98.34 $312K - $314K
RTX
Raytheon Technologies Corp

Industrials
Q4 2023 Filed on Jan 24, 2024
2,390
$69.38 - $84.17 $166K - $201K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q4 2023 Filed on Jan 24, 2024
13,584
$23.04 - $24.89 $313K - $338K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
Q4 2023 Filed on Jan 24, 2024
5,991
$33.71 - $39.17 $202K - $235K
VKTX
Viking Therapeutics, Inc.

Healthcare
Q4 2023 Filed on Jan 24, 2024
15,000
$9.24 - $19.64 $139K - $295K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q4 2023 Filed on Jan 24, 2024
3,211
$74.64 - $77.03 $240K - $247K
IAU
Ishares Gold Trust

ETFs
Q4 2023 Filed on Jan 24, 2024
6,261
$34.47 - $39.34 $216K - $246K
BYLD
Ishares Tr Yield Optimized Bd
Q2 2022 Filed on Aug 03, 2022
47,881
N/A
T
At&T Inc.

Communication Services
Q2 2022 Filed on Aug 03, 2022
8,562
$17.92 - $21.32 $153K - $183K
SPY
Spdr S&P 500 ETF Trust

ETFs
Q1 2022 Filed on May 11, 2022
873
$416.25 - $477.71 $363K - $417K
UPRO
Proshares Trust Proshares Ultr

ETFs
Q1 2022 Filed on May 11, 2022
1,335
$49.85 - $77.61 $66.5K - $104K
PSX
Phillips 66

Energy
Q3 2021 Filed on Nov 12, 2021
266
$64.27 - $87.9 $17.1K - $23.4K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q3 2021 Filed on Nov 12, 2021
250
$98.59 - $99.91 $24.6K - $25K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
250
$177.8 - $200.2 $44.5K - $50.1K
TQQQ
Proshares Ultrapro Qqq

ETFs
Q3 2021 Filed on Nov 12, 2021
981
$61.26 - $76.04 $60.1K - $74.6K
O
Realty Income Corp

Real Estate
Q3 2021 Filed on Nov 12, 2021
900
$62.85 - $70.43 $56.6K - $63.4K
ROKU
Roku, Inc

Communication Services
Q3 2021 Filed on Nov 12, 2021
255
$302.92 - $479.5 $77.2K - $122K
SCHW
Schwab Charles Corp

Financial Services
Q3 2021 Filed on Nov 12, 2021
294
$66.68 - $77.38 $19.6K - $22.7K
XLY
Select Sector Spdr Consumer Di

ETFs
Q3 2021 Filed on Nov 12, 2021
200
$175.93 - $185.89 $35.2K - $37.2K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
300
$65.08 - $84.84 $19.5K - $25.5K
OTIS
Otis Worldwide Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
289
$82.0 - $92.37 $23.7K - $26.7K
NTR
Nutrien Ltd.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
1,099
$57.51 - $66.26 $63.2K - $72.8K
IDV
Ishares Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
1,441
$30.42 - $32.96 $43.8K - $47.5K
ISCG
Ishares Morningstar Small Cap

ETFs
Q3 2021 Filed on Nov 12, 2021
420
$48.09 - $52.25 $20.2K - $21.9K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
521
$284.4 - $314.06 $148K - $164K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q3 2021 Filed on Nov 12, 2021
710
$99.84 - $108.44 $70.9K - $77K
IYM
Ishares Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
500
$122.85 - $135.99 $61.4K - $68K
IYR
Ishares Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
1,521
$102.34 - $111.27 $156K - $169K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
1,205
$26.48 - $26.97 $31.9K - $32.5K
KR
Kroger CO

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
1,000
$37.41 - $47.31 $37.4K - $47.3K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
174
$139.04 - $160.48 $24.2K - $27.9K
MCK
Mckesson Corp

Healthcare
Q3 2021 Filed on Nov 12, 2021
265
$188.42 - $208.66 $49.9K - $55.3K
NKE
Nike, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
247
$145.23 - $173.85 $35.9K - $42.9K
XLU
Utilities Sector Spdr

ETFs
Q3 2021 Filed on Nov 12, 2021
572
$63.56 - $70.07 $36.4K - $40.1K
XLB
Select Sector Spdr Fd Material

ETFs
Q3 2021 Filed on Nov 12, 2021
300
$79.11 - $86.51 $23.7K - $26K
SJM
J M Smucker CO

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
203
$119.11 - $135.61 $24.2K - $27.5K
VIS
Vanguard Industrial ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
707
$187.89 - $201.13 $133K - $142K
VAW
Vanguard Materials ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
316
$173.0 - $189.06 $54.7K - $59.7K
VPU
Vanguard Utilities ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
146
$139.14 - $152.64 $20.3K - $22.3K
VTR
Ventas, Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
448
$54.23 - $60.4 $24.3K - $27.1K
WM
Waste Management Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
590
$141.17 - $155.85 $83.3K - $92K
WY
Weyerhaeuser CO

Real Estate
Q3 2021 Filed on Nov 12, 2021
1,201
$32.95 - $37.26 $39.6K - $44.7K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
Q3 2021 Filed on Nov 12, 2021
1,177
$27.82 - $29.99 $32.7K - $35.3K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q3 2021 Filed on Nov 12, 2021
615
$43.34 - $45.98 $26.7K - $28.3K
Track This Portfolio

Track Financial Insights, Inc. Portfolio

Follow Financial Insights, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Insights, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Insights, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email