CM Wealth Advisors’s Insulet PODD Stock Holding History

CM 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
2023 Q2	–	Sell	-4,395	Closed	-$1.39M	–	362
2023 Q1	$1.39M	Buy	+4,395	New	+$1.3M	0.27%	92

Other funds holding PODD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CM Wealth Advisors's PODD Position: Q2 2023 in Review

CM Wealth Advisors sold out of Insulet (PODD) in Q2 2023, closing a stake of 4,395 shares — an estimated $1.39M sold.

CM Wealth Advisors first reported a position in PODD in Q1 2023 and held it in 1 quarter. The position peaked at $1.39M in Q1 2023. 578 funds tracked by Wall St. Rank hold PODD as of Q2 2023.

CM Wealth Advisors reported no remaining Insulet position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 4,395 Insulet shares in Q2 2023, an estimated $1.39M.
CM Wealth Advisors first reported a position in Insulet in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Insulet position peaked at $1.39M in Q1 2023.
578 funds tracked by Wall St. Rank held Insulet as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.