Accurate Wealth Management’s Insulet PODD Stock Holding History

Accurate Wealth Management’s Portfolio PODD Stock Details PODD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-77	Closed	-$23K	–	1102
2022 Q4	$23K	Buy	+77	New	+$21.2K	0.01%	639

Other funds holding PODD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Accurate Wealth Management's PODD Position: Q1 2023 in Review

Accurate Wealth Management sold out of Insulet (PODD) in Q1 2023, closing a stake of 77 shares — an estimated $23K sold.

Accurate Wealth Management first reported a position in PODD in Q4 2022 and held it in 1 quarter. The position peaked at $23K in Q4 2022. 581 funds tracked by Wall St. Rank hold PODD as of Q1 2023.

Accurate Wealth Management reported no remaining Insulet position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 77 Insulet shares in Q1 2023, an estimated $23K.
Accurate Wealth Management first reported a position in Insulet in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Insulet position peaked at $23K in Q4 2022.
581 funds tracked by Wall St. Rank held Insulet as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.