HWMA
TNDM icon

Heritage Wealth Management (Arizona)’s Tandem Diabetes Care TNDM Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$1.17K Buy
26
+13
+100% +$589 ﹤0.01% 1018
2022
Q3 		$1K Buy
+13
New +$713 ﹤0.01% 979

Other funds holding TNDM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TNDM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Tandem Diabetes Care (TNDM) stake by 100% in Q4 2022, buying an estimated $589 and bringing the position to 26 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Heritage Wealth Management (Arizona) first reported a position in TNDM in Q3 2022 and has held it in 2 quarters since. 295 funds tracked by Wall St. Rank hold TNDM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 26 shares of Tandem Diabetes Care worth $1.17K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 13 Tandem Diabetes Care shares in Q4 2022, an estimated $589.
  • Tandem Diabetes Care made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1018 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Tandem Diabetes Care in Q3 2022 and has held it in 2 quarters since.
  • 295 funds tracked by Wall St. Rank held Tandem Diabetes Care as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.