AWM
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AE Wealth Management’s Insulet PODD Stock Holding History

AE 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
2024
Q1 		– Sell
-1,143
Closed -$223K – 1766
2023
Q4 		$223K Sell
1,143
-2,641
-70% -$453K ﹤0.01% 1842
2023
Q3 		$604K Buy
3,784
+2,908
+332% +$651K ﹤0.01% 1287
2023
Q2 		$253K Sell
876
-10
-1% -$3.04K ﹤0.01% 1666
2023
Q1 		$283K Sell
886
-18
-2% -$5.33K ﹤0.01% 1581
2022
Q4 		$266K Buy
904
+17
+2% +$4.69K ﹤0.01% 1552
2022
Q3 		$203K Buy
+887
New +$222K ﹤0.01% 1607
2022
Q2 		– Sell
-904
Closed -$241K – 1804
2022
Q1 		$241K Sell
904
-15
-2% -$3.68K ﹤0.01% 1513
2021
Q4 		$245K Buy
+919
New +$267K ﹤0.01% 1524

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return