HWMA
PODD icon

Heritage Wealth Management (Arizona)’s Insulet PODD Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$41.2K Buy
140
+70
+100% +$19.3K 0.01% 529
2022
Q3 		$16K Hold
70
– – 0.01% 581
2022
Q2 		$15.3K Hold
70
– – 0.01% 587
2022
Q1 		$19K Buy
+70
New +$17.2K 0.01% 612
2021
Q3 		$20K Hold
70
– – 0.01% 557
2021
Q2 		$19K Sell
70
-40
-36% -$10.9K 0.01% 566
2021
Q1 		$29K Buy
+110
New +$29.5K 0.02% 451

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PODD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Insulet (PODD) stake by 100% in Q4 2022, buying an estimated $19.3K and bringing the position to 140 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #529.

Heritage Wealth Management (Arizona) first reported a position in PODD in Q1 2021 and has held it in 7 quarters since. 525 funds tracked by Wall St. Rank hold PODD as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 140 shares of Insulet worth $41.2K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 70 Insulet shares in Q4 2022, an estimated $19.3K.
  • Insulet made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #529 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Insulet in Q1 2021 and has held it in 7 quarters since.
  • 525 funds tracked by Wall St. Rank held Insulet as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.