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Atria Wealth Solutions’s Insulet PODD Stock Holding History

Atria Wealth Solutions’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
-1,327
Closed -$288K – 2039
2023
Q4 		$288K Buy
+1,327
New +$228K ﹤0.01% 1531
2023
Q3 		– Sell
-1,050
Closed -$303K – 1954
2023
Q2 		$303K Buy
+1,050
New +$319K ﹤0.01% 1432

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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's PODD Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Insulet (PODD) in Q1 2024, closing a stake of 1,327 shares — an estimated $288K sold.

Atria Wealth Solutions first reported a position in PODD in Q2 2023 and held it in 2 quarters. The position peaked at $303K in Q2 2023. 563 funds tracked by Wall St. Rank hold PODD as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Insulet position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,327 Insulet shares in Q1 2024, an estimated $288K.
  • Atria Wealth Solutions first reported a position in Insulet in Q2 2023 and held it in 2 quarters.
  • Atria Wealth Solutions's Insulet position peaked at $303K in Q2 2023.
  • 563 funds tracked by Wall St. Rank held Insulet as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.