PRW Wealth Management’s Insulet PODD Stock Holding History

PRW 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
2019 Q2	–	Sell	-509	Closed	-$48K	–	510
2019 Q1	$48K	Hold	509	–	–	0.04%	142
2018 Q4	$40K	Buy	+509	New	+$43.1K	0.05%	154

Other funds holding PODD

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PRW Wealth Management's PODD Position: Q2 2019 in Review

PRW Wealth Management sold out of Insulet (PODD) in Q2 2019, closing a stake of 509 shares — an estimated $48K sold.

PRW Wealth Management first reported a position in PODD in Q4 2018 and held it in 2 quarters. The position peaked at $48K in Q1 2019. 283 funds tracked by Wall St. Rank hold PODD as of Q2 2019.

PRW Wealth Management reported no remaining Insulet position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 509 Insulet shares in Q2 2019, an estimated $48K.
PRW Wealth Management first reported a position in Insulet in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Insulet position peaked at $48K in Q1 2019.
283 funds tracked by Wall St. Rank held Insulet as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.