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BerganKDV Wealth Management’s Insulet PODD Stock Holding History

BerganKDV 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
2023
Q2 		– Sell
-1
Closed -$319 – 1025
2023
Q1 		$319 Hold
1
– – ﹤0.01% 1014
2022
Q4 		$294 Hold
1
– – ﹤0.01% 994
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1044
2022
Q2 		$0 Buy
+1
New +$227 ﹤0.01% 1045
2020
Q2 		– Sell
-6
Closed -$1K – 1056
2020
Q1 		$1K Hold
6
– – ﹤0.01% 866
2019
Q4 		$1K Buy
+6
New +$1K ﹤0.01% 886

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BerganKDV Wealth Management's PODD Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Insulet (PODD) in Q2 2023, closing a stake of 1 share — an estimated $319 sold.

BerganKDV Wealth Management first reported a position in PODD in Q4 2019 and held it in 6 quarters. The position peaked at $1K in Q1 2020. 578 funds tracked by Wall St. Rank hold PODD as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Insulet position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1 Insulet share in Q2 2023, an estimated $319.
  • BerganKDV Wealth Management first reported a position in Insulet in Q4 2019 and held it in 6 quarters.
  • BerganKDV Wealth Management's Insulet position peaked at $1K in Q1 2020.
  • 578 funds tracked by Wall St. Rank held Insulet as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.