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Circle Wealth Management’s Tenable Holdings TENB Stock Holding History

Circle Wealth Management’s Portfolio TENB Stock Details TENB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-7,585
Closed -$396K – 215
2020
Q4 		$396K Hold
7,585
– – 0.06% 168
2020
Q3 		$286K Buy
7,585
+20
+0.3% +$686 0.05% 165
2020
Q2 		$226K Buy
+7,565
New +$206K 0.04% 180

Other funds holding TENB

IHG
Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Circle Wealth Management's TENB Position: Q1 2021 in Review

Circle Wealth Management sold out of Tenable Holdings (TENB) in Q1 2021, closing a stake of 7,585 shares — an estimated $396K sold.

Circle Wealth Management first reported a position in TENB in Q2 2020 and held it in 3 quarters. The position peaked at $396K in Q4 2020. 236 funds tracked by Wall St. Rank hold TENB as of Q1 2021.

  • Circle Wealth Management reported no remaining Tenable Holdings position as of Q1 2021 after selling out during the quarter.
  • Circle Wealth Management sold 7,585 Tenable Holdings shares in Q1 2021, an estimated $396K.
  • Circle Wealth Management first reported a position in Tenable Holdings in Q2 2020 and held it in 3 quarters.
  • Circle Wealth Management's Tenable Holdings position peaked at $396K in Q4 2020.
  • 236 funds tracked by Wall St. Rank held Tenable Holdings as of Q1 2021.

Based on Circle Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.