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PODD icon

WealthPLAN Partners’s Insulet PODD Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-650
Closed -$187K – 918
2023
Q2 		$187K Hold
650
– – 0.03% 300
2023
Q1 		$207K Buy
+650
New +$193K 0.02% 297
2021
Q3 		– Sell
-750
Closed -$206K – 389
2021
Q2 		$206K Hold
750
– – 0.01% 342
2021
Q1 		$204K Hold
750
– – 0.02% 317
2020
Q4 		$209K Buy
+750
New +$186K 0.02% 311

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WealthPLAN Partners's PODD Position: Q3 2023 in Review

WealthPLAN Partners sold out of Insulet (PODD) in Q3 2023, closing a stake of 650 shares — an estimated $187K sold.

WealthPLAN Partners first reported a position in PODD in Q4 2020 and held it in 5 quarters. The position peaked at $209K in Q4 2020. 528 funds tracked by Wall St. Rank hold PODD as of Q3 2023.

  • WealthPLAN Partners reported no remaining Insulet position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 650 Insulet shares in Q3 2023, an estimated $187K.
  • WealthPLAN Partners first reported a position in Insulet in Q4 2020 and held it in 5 quarters.
  • WealthPLAN Partners's Insulet position peaked at $209K in Q4 2020.
  • 528 funds tracked by Wall St. Rank held Insulet as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.