TCWP’s Insulet PODD Stock Holding History

TCWP’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
2022 Q2	–	Sell	-43	Closed	-$11K	–	1350
2022 Q1	$11K	Buy	+43	New	+$10.6K	﹤0.01%	861

Other funds holding PODD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

TCWP's PODD Position: Q2 2022 in Review

TCWP sold out of Insulet (PODD) in Q2 2022, closing a stake of 43 shares — an estimated $11K sold.

TCWP first reported a position in PODD in Q1 2022 and held it in 1 quarter. The position peaked at $11K in Q1 2022. 450 funds tracked by Wall St. Rank hold PODD as of Q2 2022.

TCWP reported no remaining Insulet position as of Q2 2022 after selling out during the quarter.
TCWP sold 43 Insulet shares in Q2 2022, an estimated $11K.
TCWP first reported a position in Insulet in Q1 2022 and held it in 1 quarter.
TCWP's Insulet position peaked at $11K in Q1 2022.
450 funds tracked by Wall St. Rank held Insulet as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.