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Regal Investment Advisors’s Insulet PODD Stock Holding History

Regal Investment 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
2023
Q1 		– Sell
-687
Closed -$202K – 546
2022
Q4 		$202K Buy
+687
New +$189K 0.02% 454
2015
Q4 		– Sell
-112,125
Closed -$2.9M – 726
2015
Q3 		$2.9M Buy
112,125
+4,858
+5% +$147K 0.75% 38
2015
Q2 		$3.32M Buy
+107,267
New +$3.16M 0.9% 25

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Regal Investment Advisors's PODD Position: Q1 2023 in Review

Regal Investment Advisors sold out of Insulet (PODD) in Q1 2023, closing a stake of 687 shares — an estimated $202K sold.

Regal Investment Advisors first reported a position in PODD in Q2 2015 and held it in 3 quarters. The position peaked at $3.32M in Q2 2015. 581 funds tracked by Wall St. Rank hold PODD as of Q1 2023.

  • Regal Investment Advisors reported no remaining Insulet position as of Q1 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 687 Insulet shares in Q1 2023, an estimated $202K.
  • Regal Investment Advisors first reported a position in Insulet in Q2 2015 and held it in 3 quarters.
  • Regal Investment Advisors's Insulet position peaked at $3.32M in Q2 2015.
  • 581 funds tracked by Wall St. Rank held Insulet as of Q1 2023.

Based on Regal Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.