TWA
PODD icon

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% 1603

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return