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Bogart Wealth LLC’s Tandem Diabetes Care TNDM Stock Holding History

Bogart Wealth LLC’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
2023
Q2 		– Sell
-35
Closed -$1.42K – 1127
2023
Q1 		$1.42K Buy
+35
New +$1.45K ﹤0.01% 959
2022
Q4 		– Sell
-25
Closed -$1K – 1198
2022
Q3 		$1K Buy
+25
New +$1.37K ﹤0.01% 947

Other funds holding TNDM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Bogart Wealth LLC's TNDM Position: Q2 2023 in Review

Bogart Wealth LLC sold out of Tandem Diabetes Care (TNDM) in Q2 2023, closing a stake of 35 shares — an estimated $1.42K sold.

Bogart Wealth LLC first reported a position in TNDM in Q3 2022 and held it in 2 quarters. The position peaked at $1.42K in Q1 2023. 247 funds tracked by Wall St. Rank hold TNDM as of Q2 2023.

  • Bogart Wealth LLC reported no remaining Tandem Diabetes Care position as of Q2 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 35 Tandem Diabetes Care shares in Q2 2023, an estimated $1.42K.
  • Bogart Wealth LLC first reported a position in Tandem Diabetes Care in Q3 2022 and held it in 2 quarters.
  • Bogart Wealth LLC's Tandem Diabetes Care position peaked at $1.42K in Q1 2023.
  • 247 funds tracked by Wall St. Rank held Tandem Diabetes Care as of Q2 2023.

Based on Bogart Wealth LLC's 13F filing for Q2 2023, filed 31 Jul 2023.