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Regent Peak Wealth Advisors’s Insulet PODD Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-15
Closed -$4K – 762
2020
Q4 		$4K Buy
+15
New +$3.72K ﹤0.01% 713

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Regent Peak Wealth Advisors's PODD Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Insulet (PODD) in Q1 2021, closing a stake of 15 shares — an estimated $4K sold.

Regent Peak Wealth Advisors first reported a position in PODD in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 452 funds tracked by Wall St. Rank hold PODD as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Insulet position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 15 Insulet shares in Q1 2021, an estimated $4K.
  • Regent Peak Wealth Advisors first reported a position in Insulet in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Insulet position peaked at $4K in Q4 2020.
  • 452 funds tracked by Wall St. Rank held Insulet as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.