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MN Wealth Advisors’s Insulet PODD Stock Holding History

MN 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
2024
Q3 		– Sell
-600
Closed -$121K – 105
2024
Q2 		$121K Buy
+600
New +$108K 0.07% 101

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MN Wealth Advisors's PODD Position: Q3 2024 in Review

MN Wealth Advisors sold out of Insulet (PODD) in Q3 2024, closing a stake of 1,516 shares — an estimated $306K sold.

MN Wealth Advisors first reported a position in PODD in Q4 2023 and held it in 2 quarters. The position peaked at $306K in Q2 2024. 623 funds tracked by Wall St. Rank hold PODD as of Q3 2024.

  • MN Wealth Advisors reported no remaining Insulet position as of Q3 2024 after selling out during the quarter.
  • MN Wealth Advisors sold 1,516 Insulet shares in Q3 2024, an estimated $306K.
  • MN Wealth Advisors first reported a position in Insulet in Q4 2023 and held it in 2 quarters.
  • MN Wealth Advisors's Insulet position peaked at $306K in Q2 2024.
  • 623 funds tracked by Wall St. Rank held Insulet as of Q3 2024.

Based on MN Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.