Fiduciary Alliance’s Insulet PODD Stock Holding History

Fiduciary Alliance’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 Q3	–	Sell	-13	Closed	-$3.75K	–	733
2023 Q2	$3.75K	Buy	+13	New	+$3.95K	﹤0.01%	726

Other funds holding PODD

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

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

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

Fiduciary Alliance's PODD Position: Q3 2023 in Review

Fiduciary Alliance sold out of Insulet (PODD) in Q3 2023, closing a stake of 13 shares — an estimated $3.75K sold.

Fiduciary Alliance first reported a position in PODD in Q2 2023 and held it in 1 quarter. The position peaked at $3.75K in Q2 2023. 528 funds tracked by Wall St. Rank hold PODD as of Q3 2023.

Fiduciary Alliance reported no remaining Insulet position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 13 Insulet shares in Q3 2023, an estimated $3.75K.
Fiduciary Alliance first reported a position in Insulet in Q2 2023 and held it in 1 quarter.
Fiduciary Alliance's Insulet position peaked at $3.75K in Q2 2023.
528 funds tracked by Wall St. Rank held Insulet as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.