TCI Wealth Advisors’s Insulet PODD Stock Holding History

TCI 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 Q2	–	Sell	-10	Closed	-$3.19K	–	1686
2023 Q1	$3.19K	Sell	10 -5	-33%	-$1.48K	﹤0.01%	1823
2022 Q4	$4.42K	Buy	15 +5	+50%	+$1.38K	﹤0.01%	1610
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	1973
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	2029
2022 Q1	$3K	Hold	10	–	–	﹤0.01%	1904
2021 Q4	$3K	Sell	10 -16	-62%	-$4.64K	﹤0.01%	2025
2021 Q3	$7K	Sell	26 -3	-10%	-$856	﹤0.01%	1378
2021 Q2	$8K	Sell	29 -9	-24%	-$2.45K	﹤0.01%	1130
2021 Q1	$10K	Buy	38 +32	+533%	+$8.57K	﹤0.01%	863
2020 Q4	$2K	Hold	6	–	–	﹤0.01%	1253
2020 Q3	$1K	Buy	6 +3	+100%	+$632	﹤0.01%	1394
2020 Q2	$1K	Sell	3 -4	-57%	-$765	﹤0.01%	1320
2020 Q1	$1K	Buy	7 +4	+133%	+$731	﹤0.01%	1314
2019 Q4	$1K	Hold	3	–	–	﹤0.01%	1411
2019 Q3	$0	Buy	+3	New	+$422	﹤0.01%	1600

Other funds holding PODD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Wealth Advisors's PODD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Insulet (PODD) in Q2 2023, closing a stake of 10 shares — an estimated $3.19K sold.

TCI Wealth Advisors first reported a position in PODD in Q3 2019 and held it in 15 quarters. The position peaked at $10K in Q1 2021. 578 funds tracked by Wall St. Rank hold PODD as of Q2 2023.

TCI Wealth Advisors reported no remaining Insulet position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 10 Insulet shares in Q2 2023, an estimated $3.19K.
TCI Wealth Advisors first reported a position in Insulet in Q3 2019 and held it in 15 quarters.
TCI Wealth Advisors's Insulet position peaked at $10K in Q1 2021.
578 funds tracked by Wall St. Rank held Insulet as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.