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

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

Capital Research Global Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

ClearBridge Investments

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return