SOA Wealth Advisors’s Insulet PODD Stock Holding History

SOA 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 Q2	–	Sell	-150	Closed	-$39K	–	949
2021 Q1	$39K	Hold	150	–	–	0.01%	298
2020 Q4	$42K	Buy	+150	New	+$37.2K	0.01%	285

Other funds holding PODD

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SOA Wealth Advisors's PODD Position: Q2 2021 in Review

SOA Wealth Advisors sold out of Insulet (PODD) in Q2 2021, closing a stake of 150 shares — an estimated $39K sold.

SOA Wealth Advisors first reported a position in PODD in Q4 2020 and held it in 2 quarters. The position peaked at $42K in Q4 2020. 463 funds tracked by Wall St. Rank hold PODD as of Q2 2021.

SOA Wealth Advisors reported no remaining Insulet position as of Q2 2021 after selling out during the quarter.
SOA Wealth Advisors sold 150 Insulet shares in Q2 2021, an estimated $39K.
SOA Wealth Advisors first reported a position in Insulet in Q4 2020 and held it in 2 quarters.
SOA Wealth Advisors's Insulet position peaked at $42K in Q4 2020.
463 funds tracked by Wall St. Rank held Insulet as of Q2 2021.

Based on SOA Wealth Advisors's 13F filing for Q2 2021, filed 14 Jul 2021.