$171 Million is the total value of INSIGHT 2811, INC.'s 72 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPTS | Exit | SPDR SER TRportfolio sh tsr | $0 | – | -6,602 | -100.0% | -0.12% | – |
SPTI | Exit | SPDR SER TRportfli intrmdit | $0 | – | -6,280 | -100.0% | -0.12% | – |
SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -7,122 | -100.0% | -0.13% | – |
VRNT | Exit | VERINT SYS INC | $0 | – | -3,394 | -100.0% | -0.13% | – |
BGS | Exit | B & G FOODS INC NEW | $0 | – | -8,475 | -100.0% | -0.14% | – |
SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -7,039 | -100.0% | -0.15% | – |
DIS | Exit | DISNEY WALT CO | $0 | – | -2,167 | -100.0% | -0.23% | – |
AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -3,421 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-29
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 42 | Q3 2023 | 49.0% |
ISHARES TR | 42 | Q3 2023 | 13.9% |
ISHARES TR | 42 | Q3 2023 | 14.2% |
ISHARES TR | 42 | Q3 2023 | 12.9% |
ISHARES TR | 42 | Q3 2023 | 7.4% |
FORTUNE BRANDS INNOVATIONS I | 42 | Q3 2023 | 1.6% |
APPLE INC | 42 | Q3 2023 | 1.2% |
ISHARES TR | 42 | Q3 2023 | 1.1% |
Johnson & Johnson Com | 42 | Q3 2023 | 1.2% |
ISHARES TR | 42 | Q3 2023 | 1.0% |
View INSIGHT 2811, INC.'s complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
BJs RESTAURANTS INC | February 12, 2016 | 2,152,353 | 8.5% |
INSIGHT 2811, INC. | January 23, 2006 | 571,382 | 6.2% |
View INSIGHT 2811, INC.'s complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-06 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-04 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-07 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-09 |
13F-HR | 2022-05-06 |
13F-HR | 2022-02-01 |
View INSIGHT 2811, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.