Patriot Financial Group Insurance Agency’s Insulet PODD Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-1	Closed	–	–	1538
2022 Q2	$0	Hold	1	–	–	﹤0.01%	2141
2022 Q1	$0	Sell	1 -33	-97%	-$8.1K	﹤0.01%	2201
2021 Q4	$9K	Hold	34	–	–	﹤0.01%	1539
2021 Q3	$10K	Hold	34	–	–	﹤0.01%	1492
2021 Q2	$9K	Sell	34 -24	-41%	-$6.52K	﹤0.01%	1486
2021 Q1	$15K	Hold	58	–	–	﹤0.01%	1217
2020 Q4	$15K	Hold	58	–	–	﹤0.01%	1086
2020 Q3	$14K	Sell	58 -50	-46%	-$10.5K	﹤0.01%	929
2020 Q2	$21K	Buy	108 +49	+83%	+$9.37K	0.01%	735
2020 Q1	$10K	Buy	+59	New	+$10.8K	﹤0.01%	866
2018 Q4	–	Sell	-500	Closed	-$53K	–	1092
2018 Q3	$53K	Buy	+500	New	+$46.8K	0.03%	293

Other funds holding PODD

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's PODD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Insulet (PODD) in Q3 2022, closing a stake of 1 share.

Patriot Financial Group Insurance Agency first reported a position in PODD in Q3 2018 and held it in 11 quarters. The position peaked at $53K in Q3 2018. 468 funds tracked by Wall St. Rank hold PODD as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Insulet position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1 Insulet share in Q3 2022.
Patriot Financial Group Insurance Agency first reported a position in Insulet in Q3 2018 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's Insulet position peaked at $53K in Q3 2018.
468 funds tracked by Wall St. Rank held Insulet as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.