Next Financial Group’s Tandem Diabetes Care TNDM Stock Holding History

Next Financial Group’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
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	2809
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	2687
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	2568
2021 Q1	$1K	Buy	7 +4	+133%	+$372	﹤0.01%	2467
2020 Q4	$0	Buy	+3	New	+$309	﹤0.01%	2417
2016 Q1	–	Sell	-10	Closed	-$1K	–	1861
2015 Q4	$1K	Sell	10 -20	-67%	-$1.98K	﹤0.01%	1719
2015 Q3	$2K	Hold	30	–	–	﹤0.01%	1643
2015 Q2	$3K	Buy	30 +20	+200%	+$2.49K	﹤0.01%	1619
2015 Q1	$1K	Buy	+10	New	+$1.3K	﹤0.01%	1798

Other funds holding TNDM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Next Financial Group's TNDM Position: Q4 2021 in Review

Next Financial Group held its Tandem Diabetes Care (TNDM) position steady in Q4 2021 at 7 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2809.

Next Financial Group first reported a position in TNDM in Q1 2015 and has held it in 9 quarters since. The position peaked at $3K in Q2 2015. 388 funds tracked by Wall St. Rank hold TNDM as of Q4 2021.

Next Financial Group held 7 shares of Tandem Diabetes Care worth $1K as of Q4 2021.
Next Financial Group left its Tandem Diabetes Care share count unchanged in Q4 2021.
Tandem Diabetes Care made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2809 holding.
Next Financial Group first reported a position in Tandem Diabetes Care in Q1 2015 and has held it in 9 quarters since.
Next Financial Group's Tandem Diabetes Care position peaked at $3K in Q2 2015.
388 funds tracked by Wall St. Rank held Tandem Diabetes Care as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.