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PODD icon

Glassman Wealth Services’s Insulet PODD Stock Holding History

Glassman 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
2024
Q1 		– Sell
-128
Closed -$27.8K – 1395
2023
Q4 		$27.8K Buy
128
+27
+27% +$4.63K ﹤0.01% 613
2023
Q3 		$16.1K Buy
101
+31
+44% +$6.94K ﹤0.01% 715
2023
Q2 		$20.2K Buy
70
+5
+8% +$1.52K ﹤0.01% 619
2023
Q1 		$20.7K Hold
65
– – ﹤0.01% 629
2022
Q4 		$19.1K Buy
65
+1
+2% +$276 ﹤0.01% 670
2022
Q3 		$15K Buy
64
+30
+88% +$7.51K ﹤0.01% 695
2022
Q2 		$7K Buy
34
+5
+17% +$1.14K ﹤0.01% 919
2022
Q1 		$8K Sell
29
-36
-55% -$8.84K ﹤0.01% 905
2021
Q4 		$17K Buy
65
+58
+829% +$16.8K ﹤0.01% 657
2021
Q3 		$2K Buy
7
+3
+75% +$856 ﹤0.01% 1204
2021
Q2 		$1K Buy
4
+1
+33% +$272 ﹤0.01% 1357
2021
Q1 		$1K Hold
3
– – ﹤0.01% 1304
2020
Q4 		$1K Hold
3
– – ﹤0.01% 1262
2020
Q3 		$1K Hold
3
– – ﹤0.01% 1216
2020
Q2 		$1K Hold
3
– – ﹤0.01% 1091
2020
Q1 		$0 Sell
3
-3
-50% -$548 ﹤0.01% 1463
2019
Q4 		$1K Hold
6
– – ﹤0.01% 1002
2019
Q3 		$1K Hold
6
– – ﹤0.01% 896
2019
Q2 		$1K Buy
6
+3
+100% +$308 ﹤0.01% 910
2019
Q1 		$0 Buy
+3
New +$257 ﹤0.01% 1170

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Glassman Wealth Services's PODD Position: Q1 2024 in Review

Glassman Wealth Services sold out of Insulet (PODD) in Q1 2024, closing a stake of 128 shares — an estimated $27.8K sold.

Glassman Wealth Services first reported a position in PODD in Q1 2019 and held it in 20 quarters. The position peaked at $27.8K in Q4 2023. 563 funds tracked by Wall St. Rank hold PODD as of Q1 2024.

  • Glassman Wealth Services reported no remaining Insulet position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 128 Insulet shares in Q1 2024, an estimated $27.8K.
  • Glassman Wealth Services first reported a position in Insulet in Q1 2019 and held it in 20 quarters.
  • Glassman Wealth Services's Insulet position peaked at $27.8K in Q4 2023.
  • 563 funds tracked by Wall St. Rank held Insulet as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.