Top 5 2nd Quarter Trades of Insight Folios Inc

Author's Avatar
insider
Jul 12, 2022
Article's Main Image

Insight Folios Inc recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

13777 Ballantyne Corporate Place Charlotte, NC 28277

As of the latest 13F report, the guru’s equity portfolio contained 107 stocks valued at a total of $210.00Mil. The top holdings were XOM(3.87%), ABBV(3.67%), and CVX(3.65%).

According to GuruFocus data, these were Insight Folios Inc’s top five trades of the quarter.

Vanguard Short-Term Bond ETF


During the quarter, Insight Folios Inc bought 19,341 shares of ARCA:BSV for a total holding of 42,058. The trade had a 0.71% impact on the equity portfolio. During the quarter, the stock traded for an average price of $76.88.

On 07/12/2022, Vanguard Short-Term Bond ETF traded for a price of $76.74 per share and a market cap of $38.38Bil. The stock has returned -5.39% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Warner Bros.Discovery Inc


The guru sold out of their 51,891-share investment in NAS:WBD. Previously, the stock had a 0.56% weight in the equity portfolio. Shares traded for an average price of $18.65 during the quarter.

On 07/12/2022, Warner Bros.Discovery Inc traded for a price of $13.95 per share and a market cap of $33.85Bil. The stock has returned -53.38% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Warner Bros.Discovery Inc has a price-earnings ratio of 6.90, a price-book ratio of 0.58, a price-earnings-to-growth (PEG) ratio of 0.47, a EV-to-Ebitda ratio of 5.56 and a price-sales ratio of 0.72.

The price-to-GF Value ratio is 0.25, earning the stock a GF Value rank of 2.

iShares Treasury Floating Rate Bond ETF


The guru established a new position worth 22,007 shares in ARCA:TFLO, giving the stock a 0.53% weight in the equity portfolio. Shares traded for an average price of $50.33 during the quarter.

On 07/12/2022, iShares Treasury Floating Rate Bond ETF traded for a price of $50.38 per share and a market cap of $1.85Bil. The stock has returned 0.40% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

AT&T Inc


During the quarter, Insight Folios Inc bought 34,407 shares of NYSE:T for a total holding of 248,905. The trade had a 0.34% impact on the equity portfolio. During the quarter, the stock traded for an average price of $19.91.

On 07/12/2022, AT&T Inc traded for a price of $20.6 per share and a market cap of $147.48Bil. The stock has returned 3.64% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, AT&T Inc has a price-earnings ratio of 8.70, a price-book ratio of 0.87, a EV-to-Ebitda ratio of 6.42 and a price-sales ratio of 0.94.

The price-to-GF Value ratio is 1.09, earning the stock a GF Value rank of 3.

ALPS Equal Sector Weight ETF


The guru sold out of their 5,596-share investment in ARCA:EQL. Previously, the stock had a 0.27% weight in the equity portfolio. Shares traded for an average price of $101.2 during the quarter.

On 07/12/2022, ALPS Equal Sector Weight ETF traded for a price of $93.8091 per share and a market cap of $218.11Mil. The stock has returned -5.20% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, ALPS Equal Sector Weight ETF has a price-earnings ratio of 18.00 and a price-book ratio of 2.99.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

Want to provide feedback on this article? Have questions or concerns? Get in touch with us here, or email us at [email protected]!

This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.

Rating:
0 / 5 (0 votes)
Author's Avatar
WRITTEN BY

Request A Demo

Learn more about GuruFocus' key features, including All-In-One Screener, backtesting, 30-year financial, stock summary page, guru trades, insider trades, excel Add-in, google sheets and much more.

GuruFocus Screeners

Related Articles