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Mount Yale Investment Advisors’s Tandem Diabetes Care TNDM Stock Holding History

Mount Yale Investment 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
2022
Q2 		– Sell
-1,946
Closed -$226K – 494
2022
Q1 		$226K Sell
1,946
-11
-0.6% -$1.28K 0.02% 424
2021
Q4 		$295K Sell
1,957
-35
-2% -$4.72K 0.03% 377
2021
Q3 		$238K Sell
1,992
-393
-16% -$43.3K 0.03% 410
2021
Q2 		$232K Sell
2,385
-29
-1% -$2.59K 0.03% 381
2021
Q1 		$213K Buy
+2,414
New +$224K 0.03% 390

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

Mount Yale Investment Advisors's TNDM Position: Q2 2022 in Review

Mount Yale Investment Advisors sold out of Tandem Diabetes Care (TNDM) in Q2 2022, closing a stake of 1,946 shares — an estimated $226K sold.

Mount Yale Investment Advisors first reported a position in TNDM in Q1 2021 and held it in 5 quarters. The position peaked at $295K in Q4 2021. 330 funds tracked by Wall St. Rank hold TNDM as of Q2 2022.

  • Mount Yale Investment Advisors reported no remaining Tandem Diabetes Care position as of Q2 2022 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,946 Tandem Diabetes Care shares in Q2 2022, an estimated $226K.
  • Mount Yale Investment Advisors first reported a position in Tandem Diabetes Care in Q1 2021 and held it in 5 quarters.
  • Mount Yale Investment Advisors's Tandem Diabetes Care position peaked at $295K in Q4 2021.
  • 330 funds tracked by Wall St. Rank held Tandem Diabetes Care as of Q2 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.