Sutton Wealth Advisors’s Insulet PODD Stock Holding History

Sutton 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
2023 Q3	$797	Buy	+5	New	+$1.12K	﹤0.01%	799
2023 Q1	–	Sell	-305	Closed	-$89.8K	–	1368
2022 Q4	$89.8K	Hold	305	–	–	0.03%	265
2022 Q3	$70K	Hold	305	–	–	0.03%	310
2022 Q2	$66.5K	Hold	305	–	–	0.03%	311
2022 Q1	$81.2K	Sell	305 -4	-1%	-$982	0.03%	288
2021 Q4	$82.2K	Buy	309 +4	+1%	+$1.16K	0.03%	299
2021 Q3	$86.7K	Hold	305	–	–	0.03%	267
2021 Q2	$83.7K	Hold	305	–	–	0.03%	277
2021 Q1	$79.6K	Hold	305	–	–	0.03%	275
2020 Q4	$78K	Hold	305	–	–	0.03%	259
2020 Q3	$72.2K	Hold	305	–	–	0.03%	246
2020 Q2	$59.2K	Hold	305	–	–	0.03%	267
2020 Q1	$50.5K	Hold	305	–	–	0.03%	266
2019 Q4	$52.2K	Hold	305	–	–	0.03%	298
2019 Q3	$50.3K	Hold	305	–	–	0.03%	304
2019 Q2	$36.4K	Hold	305	–	–	0.02%	387
2019 Q1	$29K	Buy	+305	New	+$26.1K	0.02%	456

Other funds holding PODD

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 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

Sutton Wealth Advisors's PODD Position: Q3 2023 in Review

Sutton Wealth Advisors opened a new position in Insulet (PODD) in Q3 2023: 5 shares worth $797. The stake represents ﹤0.01% of the portfolio and ranks #799 among its holdings. This is a return to the name: Sutton Wealth Advisors previously reported a position in PODD as recently as Q4 2022.

Sutton Wealth Advisors first reported a position in PODD in Q1 2019 and has held it in 17 quarters since. The position peaked at $89.8K in Q4 2022. 528 funds tracked by Wall St. Rank hold PODD as of Q3 2023.

Sutton Wealth Advisors held 5 shares of Insulet worth $797 as of Q3 2023.
Insulet was a new Sutton Wealth Advisors position in Q3 2023.
Insulet made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #799 holding.
Sutton Wealth Advisors first reported a position in Insulet in Q1 2019 and has held it in 17 quarters since.
Sutton Wealth Advisors's Insulet position peaked at $89.8K in Q4 2022.
528 funds tracked by Wall St. Rank held Insulet as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.