CPFP
PODD icon

Clear Perspectives Financial Planning’s Insulet PODD Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		$15.9K Hold
50
– – 0.01% 123
2022
Q4 		$14.7K Hold
50
– – 0.01% 137
2022
Q3 		$11K Hold
50
– – 0.01% 140
2022
Q2 		$11K Hold
50
– – ﹤0.01% 151
2022
Q1 		$13K Hold
50
– – ﹤0.01% 153
2021
Q4 		$13K Hold
50
– – 0.01% 162
2021
Q3 		$14K Buy
+50
New +$14.3K 0.01% 146

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Clear Perspectives Financial Planning's PODD Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Insulet (PODD) position steady in Q1 2023 at 50 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #123.

Clear Perspectives Financial Planning first reported a position in PODD in Q3 2021 and has held it in 7 quarters since. 581 funds tracked by Wall St. Rank hold PODD as of Q1 2023.

  • Clear Perspectives Financial Planning held 50 shares of Insulet worth $15.9K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Insulet share count unchanged in Q1 2023.
  • Insulet made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #123 holding.
  • Clear Perspectives Financial Planning first reported a position in Insulet in Q3 2021 and has held it in 7 quarters since.
  • 581 funds tracked by Wall St. Rank held Insulet as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.