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BerganKDV Wealth Management’s Tandem Diabetes Care TNDM Stock Holding History

BerganKDV Wealth Management’s Portfolio TNDM Stock Details TNDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-14
Closed -$2K – 1067
2022
Q1 		$2K Hold
14
– – ﹤0.01% 876
2021
Q4 		$2K Hold
14
– – ﹤0.01% 937
2021
Q3 		$2K Hold
14
– – ﹤0.01% 910
2021
Q2 		$1K Hold
14
– – ﹤0.01% 951
2021
Q1 		$1K Buy
+14
New +$1.3K ﹤0.01% 897

Other funds holding TNDM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

BerganKDV Wealth Management's TNDM Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of Tandem Diabetes Care (TNDM) in Q2 2022, closing a stake of 14 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in TNDM in Q1 2021 and held it in 5 quarters. The position peaked at $2K in Q1 2022. 330 funds tracked by Wall St. Rank hold TNDM as of Q2 2022.

  • BerganKDV Wealth Management reported no remaining Tandem Diabetes Care position as of Q2 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 14 Tandem Diabetes Care shares in Q2 2022, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in Tandem Diabetes Care in Q1 2021 and held it in 5 quarters.
  • BerganKDV Wealth Management's Tandem Diabetes Care position peaked at $2K in Q1 2022.
  • 330 funds tracked by Wall St. Rank held Tandem Diabetes Care as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.