WAM
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Wealthspire Advisors (Maryland)’s Insulet PODD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3
Closed – – 1607
2019
Q1 		$0 Buy
+3
New +$257 ﹤0.01% 2564
2018
Q4 		– Sell
-45
Closed -$5K – 2540
2018
Q3 		$5K Buy
45
+14
+45% +$1.31K ﹤0.01% 1822
2018
Q2 		$3K Buy
+31
New +$2.78K ﹤0.01% 2034
2016
Q3 		– Sell
-155
Closed -$5K – 1792
2016
Q2 		$5K Sell
155
-340
-69% -$10.6K ﹤0.01% 1346
2016
Q1 		$16K Hold
495
– – ﹤0.01% 1047
2015
Q4 		$19K Buy
+495
New +$16.7K ﹤0.01% 989

Other funds holding PODD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PODD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Insulet (PODD) in Q2 2019, closing a stake of 3 shares.

Wealthspire Advisors (Maryland) first reported a position in PODD in Q4 2015 and held it in 6 quarters. The position peaked at $19K in Q4 2015. 283 funds tracked by Wall St. Rank hold PODD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Insulet position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3 Insulet shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Insulet in Q4 2015 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Insulet position peaked at $19K in Q4 2015.
  • 283 funds tracked by Wall St. Rank held Insulet as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.