Paces Ferry Wealth Advisors’s Insulet PODD Stock Holding History

Paces Ferry 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 Q4	–	Sell	-879	Closed	-$205K	–	136
2024 Q3	$205K	Buy	+879	New	+$181K	0.12%	117
2024 Q1	–	Sell	-1,068	Closed	-$232K	–	113
2023 Q4	$232K	Buy	+1,068	New	+$183K	0.16%	95
2023 Q3	–	Sell	-1,180	Closed	-$340K	–	109
2023 Q2	$340K	Hold	1,180	–	–	0.26%	73
2023 Q1	$376K	Buy	1,180 +5	+0.4%	+$1.48K	0.3%	69
2022 Q4	$346K	Sell	1,175 -4	-0.3%	-$1.1K	0.34%	71
2022 Q3	$270K	Sell	1,179 -500	-30%	-$125K	0.3%	77
2022 Q2	$366K	Buy	1,679 +4	+0.2%	+$909	0.36%	61
2022 Q1	$446K	Hold	1,675	–	–	0.35%	59
2021 Q4	$446K	Hold	1,675	–	–	0.32%	68
2021 Q3	$476K	Hold	1,675	–	–	0.38%	64
2021 Q2	$460K	Hold	1,675	–	–	0.35%	69
2021 Q1	$437K	Sell	1,675 -200	-11%	-$53.6K	0.38%	62
2020 Q4	$479K	Sell	1,875 -95	-5%	-$23.6K	0.44%	56
2020 Q3	$466K	Buy	+1,970	New	+$415K	0.41%	55

Other funds holding PODD

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paces Ferry Wealth Advisors's PODD Position: Q4 2024 in Review

Paces Ferry Wealth Advisors sold out of Insulet (PODD) in Q4 2024, closing a stake of 879 shares — an estimated $205K sold.

Paces Ferry Wealth Advisors first reported a position in PODD in Q3 2020 and held it in 14 quarters. The position peaked at $479K in Q4 2020. 684 funds tracked by Wall St. Rank hold PODD as of Q4 2024.

Paces Ferry Wealth Advisors reported no remaining Insulet position as of Q4 2024 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 879 Insulet shares in Q4 2024, an estimated $205K.
Paces Ferry Wealth Advisors first reported a position in Insulet in Q3 2020 and held it in 14 quarters.
Paces Ferry Wealth Advisors's Insulet position peaked at $479K in Q4 2020.
684 funds tracked by Wall St. Rank held Insulet as of Q4 2024.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.