New Insight Wealth Advisors Purchases and Sells in Q2 2024

New Insight Wealth Advisors

$170 Billion
Q2 2024

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	6.3K + 16.87%	$497.53 - $549.64 $3.14M - $3.46M	43.7K $23.9B
TSLA	2.59K + 7.86%	$142.05 - $197.88 $368K - $512K	35.5K $7.03B
FBND	27.6K + 20.99%	$44.06 - $45.49 $1.21M - $1.25M	159K $7.14B
IXN	8.92K + 17.03%	$68.72 - $84.8 $613K - $756K	61.3K $5.07B
VGT	683 + 6.36%	$479.9 - $588.82 $328K - $402K	11.4K $6.58B
AAPL	971 + 5.16%	$165.0 - $216.67 $160K - $210K	19.8K $4.17B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SMH	2.87K New	$199.21 - $276.76 $572K - $795K	2.87K $749M
SPHY	24.5K New	$22.82 - $23.32 $559K - $571K	24.5K $569M
FDEM	15.3K New	N/A	15.3K $391M
CRWD	627 New	$282.64 - $390.43 $177K - $245K	627 $240M
QCOM	1.19K New	$157.63 - $227.09 $187K - $269K	1.19K $236M
UA	11.7K New	$6.28 - $7.02 $73.8K - $82.5K	11.7K $76.7M

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPG	-6.15K - 12.25%	$140.18 - $153.78 $863K - $946K	44.1K $6.69B
FDD	-73.7K - 45.49%	$11.53 - $12.77 $849K - $941K	88.3K $1.03B
PEY	-16.7K - 7.88%	$19.3 - $20.66 $322K - $345K	195K $3.83B
UBER	-5.49K - 33.05%	$63.52 - $77.16 $349K - $423K	11.1K $808M
CRM	-146 - 1.69%	$218.01 - $304.74 $31.8K - $44.5K	8.47K $2.18B
VYM	-2.86K - 15.5%	$114.71 - $121.51 $328K - $348K	15.6K $1.85B

Activity Summary All Purchases 50 New Holdings 6 Increased Positions 44 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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