HWM
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HighMark Wealth Management’s Insulet PODD Stock Holding History

HighMark Wealth Management’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
Q4 		– Sell
-125
Closed -$19.9K – 597
2023
Q3 		$19.9K Buy
+125
New +$28K 0.02% 179

Other funds holding PODD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

HighMark Wealth Management's PODD Position: Q4 2023 in Review

HighMark Wealth Management sold out of Insulet (PODD) in Q4 2023, closing a stake of 125 shares — an estimated $19.9K sold.

HighMark Wealth Management first reported a position in PODD in Q3 2023 and held it in 1 quarter. The position peaked at $19.9K in Q3 2023. 591 funds tracked by Wall St. Rank hold PODD as of Q4 2023.

  • HighMark Wealth Management reported no remaining Insulet position as of Q4 2023 after selling out during the quarter.
  • HighMark Wealth Management sold 125 Insulet shares in Q4 2023, an estimated $19.9K.
  • HighMark Wealth Management first reported a position in Insulet in Q3 2023 and held it in 1 quarter.
  • HighMark Wealth Management's Insulet position peaked at $19.9K in Q3 2023.
  • 591 funds tracked by Wall St. Rank held Insulet as of Q4 2023.

Based on HighMark Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.