Simplicity Wealth’s Insulet PODD Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-1,483	Closed	-$299K	–	1017
2024 Q2	$299K	Buy	+1,483	New	+$267K	0.01%	946

Other funds holding PODD

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simplicity Wealth's PODD Position: Q3 2024 in Review

Simplicity Wealth sold out of Insulet (PODD) in Q3 2024, closing a stake of 1,483 shares — an estimated $299K sold.

Simplicity Wealth first reported a position in PODD in Q2 2024 and held it in 1 quarter. The position peaked at $299K in Q2 2024. 622 funds tracked by Wall St. Rank hold PODD as of Q3 2024.

Simplicity Wealth reported no remaining Insulet position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 1,483 Insulet shares in Q3 2024, an estimated $299K.
Simplicity Wealth first reported a position in Insulet in Q2 2024 and held it in 1 quarter.
Simplicity Wealth's Insulet position peaked at $299K in Q2 2024.
622 funds tracked by Wall St. Rank held Insulet as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.