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SYSTM Wealth Solutions’s Insulet PODD Stock Holding History

SYSTM Wealth Solutions’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
-34
Closed -$6.86K – 489
2024
Q2 		$6.86K Sell
34
-54
-61% -$9.73K ﹤0.01% 529
2024
Q1 		$15.1K Hold
88
– – ﹤0.01% 734
2023
Q4 		$19.1K Buy
+88
New +$15.1K ﹤0.01% 731

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SYSTM Wealth Solutions's PODD Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Insulet (PODD) in Q3 2024, closing a stake of 34 shares — an estimated $6.86K sold.

SYSTM Wealth Solutions first reported a position in PODD in Q4 2023 and held it in 3 quarters. The position peaked at $19.1K in Q4 2023. 622 funds tracked by Wall St. Rank hold PODD as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Insulet position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 34 Insulet shares in Q3 2024, an estimated $6.86K.
  • SYSTM Wealth Solutions first reported a position in Insulet in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Insulet position peaked at $19.1K in Q4 2023.
  • 622 funds tracked by Wall St. Rank held Insulet as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.