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Lenox Wealth Advisors’s Insulet PODD Stock Holding History

Lenox Wealth Advisors’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
2020
Q2 		– Sell
-15
Closed -$2K – 747
2020
Q1 		$2K Buy
+15
New +$2.74K ﹤0.01% 609
2019
Q2 		– Sell
-17
Closed -$2K – 539
2019
Q1 		$2K Buy
+17
New +$1.46K ﹤0.01% 539

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Lenox Wealth Advisors's PODD Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Insulet (PODD) in Q2 2020, closing a stake of 15 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in PODD in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 423 funds tracked by Wall St. Rank hold PODD as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Insulet position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 15 Insulet shares in Q2 2020, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Insulet in Q1 2019 and held it in 2 quarters.
  • Lenox Wealth Advisors's Insulet position peaked at $2K in Q1 2020.
  • 423 funds tracked by Wall St. Rank held Insulet as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.