BRWA
PODD icon

B. Riley Wealth Advisors’s Insulet PODD Stock Holding History

B. Riley Wealth Advisors’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
Q4 		– Sell
-873
Closed -$202K – 1258
2024
Q3 		$202K Buy
+873
New +$179K 0.01% 1136
2023
Q1 		– Sell
-1,008
Closed -$297K – 1597
2022
Q4 		$297K Buy
+1,008
New +$278K 0.01% 1053
2021
Q1 		– Sell
-27,281
Closed -$6.97M – 1398
2020
Q4 		$6.97M Sell
27,281
-11,717
-30% -$2.91M 0.37% 66
2020
Q3 		$8.55M Buy
38,998
+23,547
+152% +$4.96M 0.46% 53
2020
Q2 		$3M Buy
+15,451
New +$2.95M 0.2% 121
2015
Q1 		– Sell
-150
Closed -$7 – 1614
2014
Q4 		$7 Buy
+150
New +$6.42K ﹤0.01% 3028

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return