Evolution Wealth Advisors’s Insulet PODD Stock Holding History

Evolution 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
2021 Q4	–	Sell	-24	Closed	-$7K	–	506
2021 Q3	$7K	Buy	+24	New	+$6.84K	﹤0.01%	460

Other funds holding PODD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Evolution Wealth Advisors's PODD Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Insulet (PODD) in Q4 2021, closing a stake of 24 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in PODD in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 475 funds tracked by Wall St. Rank hold PODD as of Q4 2021.

Evolution Wealth Advisors reported no remaining Insulet position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 24 Insulet shares in Q4 2021, an estimated $7K.
Evolution Wealth Advisors first reported a position in Insulet in Q3 2021 and held it in 1 quarter.
Evolution Wealth Advisors's Insulet position peaked at $7K in Q3 2021.
475 funds tracked by Wall St. Rank held Insulet as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.