First Foundation Advisors’s Insulet PODD Stock Holding History

First Foundation 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
2022 Q3	–	Sell	-1,181	Closed	-$257K	–	410
2022 Q2	$257K	Sell	1,181 -6	-0.5%	-$1.36K	0.01%	332
2022 Q1	$316K	Buy	1,187 +259	+28%	+$63.6K	0.01%	329
2021 Q4	$247K	Buy	928 +50	+6%	+$14.5K	0.01%	377
2021 Q3	$250K	Buy	878 +138	+19%	+$39.4K	0.01%	377
2021 Q2	$203K	Buy	+740	New	+$201K	0.01%	434

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

First Foundation Advisors's PODD Position: Q3 2022 in Review

First Foundation Advisors sold out of Insulet (PODD) in Q3 2022, closing a stake of 1,181 shares — an estimated $257K sold.

First Foundation Advisors first reported a position in PODD in Q2 2021 and held it in 5 quarters. The position peaked at $316K in Q1 2022. 468 funds tracked by Wall St. Rank hold PODD as of Q3 2022.

First Foundation Advisors reported no remaining Insulet position as of Q3 2022 after selling out during the quarter.
First Foundation Advisors sold 1,181 Insulet shares in Q3 2022, an estimated $257K.
First Foundation Advisors first reported a position in Insulet in Q2 2021 and held it in 5 quarters.
First Foundation Advisors's Insulet position peaked at $316K in Q1 2022.
468 funds tracked by Wall St. Rank held Insulet as of Q3 2022.

Based on First Foundation Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.