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Wealthcare Advisory Partners’s Insulet PODD Stock Holding History

Wealthcare Advisory 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
2020
Q2 		– Sell
-50
Closed -$8K – 1085
2020
Q1 		$8K Buy
+50
New +$9.14K ﹤0.01% 987

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Vanguard Group
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Wealthcare Advisory Partners's PODD Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Insulet (PODD) in Q2 2020, closing a stake of 50 shares — an estimated $8K sold.

Wealthcare Advisory Partners first reported a position in PODD in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 423 funds tracked by Wall St. Rank hold PODD as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining Insulet position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 50 Insulet shares in Q2 2020, an estimated $8K.
  • Wealthcare Advisory Partners first reported a position in Insulet in Q1 2020 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Insulet position peaked at $8K in Q1 2020.
  • 423 funds tracked by Wall St. Rank held Insulet as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.