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Axxcess Wealth Management’s Insulet PODD Stock Holding History

Axxcess 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
2022
Q2 		– Sell
-1,107
Closed -$295K – 629
2022
Q1 		$295K Buy
1,107
+101
+10% +$24.8K 0.02% 477
2021
Q4 		$268K Buy
+1,006
New +$292K 0.02% 506

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Axxcess Wealth Management's PODD Position: Q2 2022 in Review

Axxcess Wealth Management sold out of Insulet (PODD) in Q2 2022, closing a stake of 1,107 shares — an estimated $295K sold.

Axxcess Wealth Management first reported a position in PODD in Q4 2021 and held it in 2 quarters. The position peaked at $295K in Q1 2022. 450 funds tracked by Wall St. Rank hold PODD as of Q2 2022.

  • Axxcess Wealth Management reported no remaining Insulet position as of Q2 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,107 Insulet shares in Q2 2022, an estimated $295K.
  • Axxcess Wealth Management first reported a position in Insulet in Q4 2021 and held it in 2 quarters.
  • Axxcess Wealth Management's Insulet position peaked at $295K in Q1 2022.
  • 450 funds tracked by Wall St. Rank held Insulet as of Q2 2022.

Based on Axxcess Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.