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Heritage Wealth Advisors’s Tandem Diabetes Care TNDM Stock Holding History

Heritage Wealth Advisors’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
2020
Q2 		– Sell
-30
Closed -$1.93K – 451
2020
Q1 		$1.93K Sell
30
-25
-45% -$1.75K ﹤0.01% 421
2019
Q4 		$3.28K Hold
55
– – ﹤0.01% 481
2019
Q3 		$3K Hold
55
– – ﹤0.01% 419
2019
Q2 		$3.55K Hold
55
– – ﹤0.01% 423
2019
Q1 		$3.49K Sell
55
-30
-35% -$1.58K ﹤0.01% 394
2018
Q4 		$3K Buy
85
+15
+21% +$530 ﹤0.01% 352
2018
Q3 		$2K Buy
+70
New +$2.44K ﹤0.01% 360

Other funds holding TNDM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heritage Wealth Advisors's TNDM Position: Q2 2020 in Review

Heritage Wealth Advisors sold out of Tandem Diabetes Care (TNDM) in Q2 2020, closing a stake of 30 shares — an estimated $1.93K sold.

Heritage Wealth Advisors first reported a position in TNDM in Q3 2018 and held it in 7 quarters. The position peaked at $3.55K in Q2 2019. 303 funds tracked by Wall St. Rank hold TNDM as of Q2 2020.

  • Heritage Wealth Advisors reported no remaining Tandem Diabetes Care position as of Q2 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 30 Tandem Diabetes Care shares in Q2 2020, an estimated $1.93K.
  • Heritage Wealth Advisors first reported a position in Tandem Diabetes Care in Q3 2018 and held it in 7 quarters.
  • Heritage Wealth Advisors's Tandem Diabetes Care position peaked at $3.55K in Q2 2019.
  • 303 funds tracked by Wall St. Rank held Tandem Diabetes Care as of Q2 2020.

Based on Heritage Wealth Advisors's 13F filing for Q2 2020, filed 17 Jul 2020.