Triad Wealth Partners’s Insulet PODD Stock Holding History

Triad Wealth Partners’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	-21	Closed	-$4.24K	–	679
2024 Q2	$4.24K	Buy	+21	New	+$3.78K	﹤0.01%	609

Other funds holding PODD

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

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Triad Wealth Partners's PODD Position: Q3 2024 in Review

Triad Wealth Partners sold out of Insulet (PODD) in Q3 2024, closing a stake of 21 shares — an estimated $4.24K sold.

Triad Wealth Partners first reported a position in PODD in Q2 2024 and held it in 1 quarter. The position peaked at $4.24K in Q2 2024. 622 funds tracked by Wall St. Rank hold PODD as of Q3 2024.

Triad Wealth Partners reported no remaining Insulet position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 21 Insulet shares in Q3 2024, an estimated $4.24K.
Triad Wealth Partners first reported a position in Insulet in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Insulet position peaked at $4.24K in Q2 2024.
622 funds tracked by Wall St. Rank held Insulet as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.