Icon Wealth Partners’s Insulet PODD Stock Holding History

Icon Wealth Partners’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 Q3	$112K	Sell	705 -24	-3%	-$5.37K	0.01%	373
2023 Q2	$210K	Sell	729 -83	-10%	-$25.2K	0.02%	305
2023 Q1	$259K	Buy	+812	New	+$241K	0.03%	276
2022 Q2	–	Sell	-762	Closed	-$203K	–	329
2022 Q1	$203K	Buy	+762	New	+$187K	0.02%	318

Other funds holding PODD

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Icon Wealth Partners's PODD Position: Q3 2023 in Review

Icon Wealth Partners reduced its Insulet (PODD) stake by 3.3% in Q3 2023, selling an estimated $5.37K and leaving 705 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #373.

Icon Wealth Partners first reported a position in PODD in Q1 2022 and has held it in 4 quarters since. The position peaked at $259K in Q1 2023. 528 funds tracked by Wall St. Rank hold PODD as of Q3 2023.

Icon Wealth Partners held 705 shares of Insulet worth $112K as of Q3 2023.
Icon Wealth Partners sold 24 Insulet shares in Q3 2023, an estimated $5.37K.
Insulet made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #373 holding.
Icon Wealth Partners first reported a position in Insulet in Q1 2022 and has held it in 4 quarters since.
Icon Wealth Partners's Insulet position peaked at $259K in Q1 2023.
528 funds tracked by Wall St. Rank held Insulet as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.