Insight Folios Inc Closed Holding Positions

Insight Folios Inc

  • $280 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TEAM
Atlassian Corp PLC

Technology
Q2 2022 Filed on Jul 12, 2022
968
$162.49 - $317.18 $157K - $307K
Federal Rlty Invt Tr
Q2 2022 Filed on Jul 12, 2022
2,482
N/A
APPN
Appian Corp

Technology
Q2 2022 Filed on Jul 12, 2022
6,249
$39.46 - $64.98 $247K - $406K
ZM
Zoom Video Communications, Inc.

Technology
Q2 2022 Filed on Jul 12, 2022
1,964
$84.69 - $124.28 $166K - $244K
GOOG
Alphabet Inc.

Communication Services
Q2 2022 Filed on Jul 12, 2022
93
$105.84 - $143.64 $9.84K - $13.4K
NFLX
Netflix Inc

Communication Services
Q2 2022 Filed on Jul 12, 2022
659
$166.37 - $391.5 $110K - $258K
MA
Mastercard Inc

Financial Services
Q2 2022 Filed on Jul 12, 2022
589
$308.78 - $378.83 $182K - $223K
MDB
Mongo Db, Inc.

Technology
Q2 2022 Filed on Jul 12, 2022
570
$223.61 - $458.6 $127K - $261K
ITIC
Investors Title CO

Financial Services
Q2 2022 Filed on Jul 12, 2022
2,161
$146.0 - $205.75 $316K - $445K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 12, 2022
2,063
$89.08 - $177.02 $184K - $365K
CRWD
Crowd Strike Holdings, Inc.

Technology
Q2 2022 Filed on Jul 12, 2022
1,915
$137.4 - $239.86 $263K - $459K
FVRR
Fiverr International Ltd.

Communication Services
Q1 2022 Filed on Apr 18, 2022
2,422
$58.34 - $109.5 $141K - $265K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q1 2022 Filed on Apr 18, 2022
8,635
$30.75 - $36.66 $266K - $317K
HLI
Houlihan Lokey, Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
5,996
$87.8 - $119.53 $526K - $717K
CNI
Canadian National Railway CO

Industrials
Q1 2022 Filed on Apr 18, 2022
3,854
$118.79 - $136.63 $458K - $527K
HAS
Hasbro, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
5,533
$81.92 - $103.92 $453K - $575K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
4,070
$77.77 - $81.19 $317K - $330K
V
Visa Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
1,931
$190.7 - $235.42 $368K - $455K
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on Apr 18, 2022
1,374
$129.03 - $157.89 $177K - $217K
TRP
Tc Energy Corp

Energy
Q1 2022 Filed on Apr 18, 2022
101,139
$46.88 - $58.13 $4.74M - $5.88M
TTD
Trade Desk, Inc.

Technology
Q1 2022 Filed on Apr 18, 2022
2,197
$52.48 - $90.11 $115K - $198K
TWLO
Twilio Inc

Communication Services
Q1 2022 Filed on Apr 18, 2022
1,031
$125.17 - $262.29 $129K - $270K
UPST
Upstart Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
1,342
$89.34 - $157.99 $120K - $212K
SNOW
Snowflake Inc.

Technology
Q1 2022 Filed on Apr 18, 2022
751
$166.75 - $332.01 $125K - $249K
BMY
Bristol Myers Squibb CO

Healthcare
Q1 2022 Filed on Apr 18, 2022
6,802
$61.48 - $73.72 $418K - $501K
FFTI
Northern Lts Fd Tr Iv
Q1 2022 Filed on Apr 18, 2022
24,824
N/A
VAW
Vanguard Materials ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
1,063
$175.8 - $197.21 $187K - $210K
VIS
Vanguard Industrial ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
1,014
$180.53 - $205.34 $183K - $208K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2022 Filed on Apr 18, 2022
1,748
$99.96 - $115.1 $175K - $201K
VGT
Vanguard Information Technolog

ETFs
Q1 2022 Filed on Apr 18, 2022
491
$366.81 - $462.0 $180K - $227K
VFH
Vanguard Financial ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
2,216
$87.26 - $101.75 $193K - $225K
VCR
Vanguard Consumer Discretionar

ETFs
Q1 2022 Filed on Apr 18, 2022
643
$271.48 - $348.23 $175K - $224K
Northern Lts Fd Tr Iv
Q1 2022 Filed on Apr 18, 2022
10,828
N/A
AMGN
Amgen Inc

Healthcare
Q1 2022 Filed on Apr 18, 2022
1,975
$219.27 - $242.57 $433K - $479K
PRF
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 15, 2021
1,519
$155.35 - $165.12 $236K - $251K
IWY
Ishares Tr Russell 200 Growth

ETFs
Q3 2021 Filed on Oct 15, 2021
1,511
$151.1 - $163.27 $228K - $247K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q3 2021 Filed on Oct 15, 2021
10,865
$35.68 - $38.17 $388K - $415K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q3 2021 Filed on Oct 15, 2021
4,333
$49.35 - $54.02 $214K - $234K
Tc Pipelines LP
Q1 2021 Filed on Apr 20, 2021
108,191
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on Apr 20, 2021
338,587
N/A
UBA
Urstadt Biddle Properties Inc

Real Estate
Q2 2020 Filed on Jul 14, 2020
173,877
$10.29 - $17.06 $1.79M - $2.97M
VDC
Vanguard Consumer Staples ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
1,669
$122.65 - $164.89 $205K - $275K
VPU
Vanguard Utilities ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
2,160
$98.62 - $156.1 $213K - $337K
VDE
Vanguard Energy ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
2,696
$31.29 - $82.78 $84.4K - $223K
VOX
Vanguard Communication Service

ETFs
Q1 2020 Filed on Apr 20, 2020
2,870
$69.09 - $100.6 $198K - $289K
VHT
Vanguard Health Care ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
1,385
$139.96 - $197.23 $194K - $273K
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