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Avantax Planning Partners’s Insulet PODD Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-93
Closed -$10K – 963
2018
Q3 		$10K Buy
+93
New +$8.71K ﹤0.01% 879
2018
Q2 		– Sell
-122
Closed -$10K – 1148
2018
Q1 		$10K Buy
+122
New +$9.48K ﹤0.01% 1061

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Avantax Planning Partners's PODD Position: Q4 2018 in Review

Avantax Planning Partners sold out of Insulet (PODD) in Q4 2018, closing a stake of 93 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in PODD in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 221 funds tracked by Wall St. Rank hold PODD as of Q4 2018.

  • Avantax Planning Partners reported no remaining Insulet position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 93 Insulet shares in Q4 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in Insulet in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Insulet position peaked at $10K in Q3 2018.
  • 221 funds tracked by Wall St. Rank held Insulet as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.