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Fortis Capital Advisors’s Insulet PODD Stock Holding History

Fortis Capital 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
-6
Closed -$1.91K – 482
2023
Q1 		$1.91K Buy
6
+2
+50% +$593 ﹤0.01% 575
2022
Q4 		$1.18K Buy
+4
New +$1.1K ﹤0.01% 596

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortis Capital Advisors's PODD Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Insulet (PODD) in Q2 2023, closing a stake of 6 shares — an estimated $1.91K sold.

Fortis Capital Advisors first reported a position in PODD in Q4 2022 and held it in 2 quarters. The position peaked at $1.91K in Q1 2023. 578 funds tracked by Wall St. Rank hold PODD as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Insulet position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 6 Insulet shares in Q2 2023, an estimated $1.91K.
  • Fortis Capital Advisors first reported a position in Insulet in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Insulet position peaked at $1.91K in Q1 2023.
  • 578 funds tracked by Wall St. Rank held Insulet as of Q2 2023.

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