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Confluence Wealth Services’s Insulet PODD Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-106
Closed -$28K – 910
2021
Q4 		$28K Buy
+106
New +$30.8K 0.01% 633

Other funds holding PODD

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Confluence Wealth Services's PODD Position: Q1 2022 in Review

Confluence Wealth Services sold out of Insulet (PODD) in Q1 2022, closing a stake of 106 shares — an estimated $28K sold.

Confluence Wealth Services first reported a position in PODD in Q4 2021 and held it in 1 quarter. The position peaked at $28K in Q4 2021. 483 funds tracked by Wall St. Rank hold PODD as of Q1 2022.

  • Confluence Wealth Services reported no remaining Insulet position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 106 Insulet shares in Q1 2022, an estimated $28K.
  • Confluence Wealth Services first reported a position in Insulet in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Insulet position peaked at $28K in Q4 2021.
  • 483 funds tracked by Wall St. Rank held Insulet as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.