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Jamison Private Wealth Management’s Insulet PODD Stock Holding History

Jamison Private 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
2024
Q2 		– Sell
-5
Closed -$857 – 511
2024
Q1 		$857 Buy
+5
New +$932 ﹤0.01% 434

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Jamison Private Wealth Management's PODD Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of Insulet (PODD) in Q2 2024, closing a stake of 5 shares — an estimated $857 sold.

Jamison Private Wealth Management first reported a position in PODD in Q1 2024 and held it in 1 quarter. The position peaked at $857 in Q1 2024. 599 funds tracked by Wall St. Rank hold PODD as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining Insulet position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 5 Insulet shares in Q2 2024, an estimated $857.
  • Jamison Private Wealth Management first reported a position in Insulet in Q1 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's Insulet position peaked at $857 in Q1 2024.
  • 599 funds tracked by Wall St. Rank held Insulet as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.