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Baker Tilly Wealth Management’s Insulet PODD Stock Holding History

Baker Tilly 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
Q3 		– Sell
-1,254
Closed -$253K – 276
2024
Q2 		$253K Sell
1,254
-1,116
-47% -$201K 0.1% 221
2024
Q1 		$406K Buy
+2,370
New +$442K 0.07% 295

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 $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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baker Tilly Wealth Management's PODD Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of Insulet (PODD) in Q3 2024, closing a stake of 1,254 shares — an estimated $253K sold.

Baker Tilly Wealth Management first reported a position in PODD in Q1 2024 and held it in 2 quarters. The position peaked at $406K in Q1 2024. 623 funds tracked by Wall St. Rank hold PODD as of Q3 2024.

  • Baker Tilly Wealth Management reported no remaining Insulet position as of Q3 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,254 Insulet shares in Q3 2024, an estimated $253K.
  • Baker Tilly Wealth Management first reported a position in Insulet in Q1 2024 and held it in 2 quarters.
  • Baker Tilly Wealth Management's Insulet position peaked at $406K in Q1 2024.
  • 623 funds tracked by Wall St. Rank held Insulet as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.