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ORG Wealth Partners’s Tandem Diabetes Care TNDM Stock Holding History

ORG Wealth Partners’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
2024
Q4 		– Sell
-704
Closed -$29.9K – 539
2024
Q3 		$29.9K Buy
+704
New +$29.8K 0.01% 296

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ORG Wealth Partners's TNDM Position: Q4 2024 in Review

ORG Wealth Partners sold out of Tandem Diabetes Care (TNDM) in Q4 2024, closing a stake of 704 shares — an estimated $29.9K sold.

ORG Wealth Partners first reported a position in TNDM in Q3 2024 and held it in 1 quarter. The position peaked at $29.9K in Q3 2024. 316 funds tracked by Wall St. Rank hold TNDM as of Q4 2024.

  • ORG Wealth Partners reported no remaining Tandem Diabetes Care position as of Q4 2024 after selling out during the quarter.
  • ORG Wealth Partners sold 704 Tandem Diabetes Care shares in Q4 2024, an estimated $29.9K.
  • ORG Wealth Partners first reported a position in Tandem Diabetes Care in Q3 2024 and held it in 1 quarter.
  • ORG Wealth Partners's Tandem Diabetes Care position peaked at $29.9K in Q3 2024.
  • 316 funds tracked by Wall St. Rank held Tandem Diabetes Care as of Q4 2024.

Based on ORG Wealth Partners's 13F filing for Q4 2024, filed 10 Jan 2025.