Wealth Effects’s Insulet PODD Stock Holding History

Wealth Effects’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	-1,040	Closed	-$277K	–	205
2022 Q1	$277K	Buy	+1,040	New	+$255K	0.13%	147

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 $3.37T AUM 44.26% 1-Year Est. Return

Wealth Effects's PODD Position: Q2 2022 in Review

Wealth Effects sold out of Insulet (PODD) in Q2 2022, closing a stake of 1,040 shares — an estimated $277K sold.

Wealth Effects first reported a position in PODD in Q1 2022 and held it in 1 quarter. The position peaked at $277K in Q1 2022. 450 funds tracked by Wall St. Rank hold PODD as of Q2 2022.

Wealth Effects reported no remaining Insulet position as of Q2 2022 after selling out during the quarter.
Wealth Effects sold 1,040 Insulet shares in Q2 2022, an estimated $277K.
Wealth Effects first reported a position in Insulet in Q1 2022 and held it in 1 quarter.
Wealth Effects's Insulet position peaked at $277K in Q1 2022.
450 funds tracked by Wall St. Rank held Insulet as of Q2 2022.

Based on Wealth Effects's 13F filing for Q2 2022, filed 3 Aug 2022.