Perigon Wealth Management’s Insulet PODD Stock Holding History

Perigon Wealth Management’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
2023 Q2	–	Sell	-646	Closed	-$206K	–	802
2023 Q1	$206K	Buy	+646	New	+$191K	0.01%	666
2021 Q1	–	Sell	-559	Closed	-$143K	–	894
2020 Q4	$143K	Buy	+559	New	+$139K	0.02%	467
2018 Q2	–	Sell	-100	Closed	-$9K	–	508
2018 Q1	$9K	Buy	+100	New	+$7.77K	﹤0.01%	520

Other funds holding PODD

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

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

Perigon Wealth Management's PODD Position: Q2 2023 in Review

Perigon Wealth Management sold out of Insulet (PODD) in Q2 2023, closing a stake of 646 shares — an estimated $206K sold.

Perigon Wealth Management first reported a position in PODD in Q1 2018 and held it in 3 quarters. The position peaked at $206K in Q1 2023. 578 funds tracked by Wall St. Rank hold PODD as of Q2 2023.

Perigon Wealth Management reported no remaining Insulet position as of Q2 2023 after selling out during the quarter.
Perigon Wealth Management sold 646 Insulet shares in Q2 2023, an estimated $206K.
Perigon Wealth Management first reported a position in Insulet in Q1 2018 and held it in 3 quarters.
Perigon Wealth Management's Insulet position peaked at $206K in Q1 2023.
578 funds tracked by Wall St. Rank held Insulet as of Q2 2023.

Based on Perigon Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.