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Patriot Financial Group Insurance Agency’s Tandem Diabetes Care TNDM Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-212
Closed -$13K – 1818
2022
Q2 		$13K Buy
212
+52
+33% +$4.27K ﹤0.01% 1163
2022
Q1 		$19K Sell
160
-124
-44% -$14.5K ﹤0.01% 1116
2021
Q4 		$43K Buy
284
+42
+17% +$5.67K 0.01% 937
2021
Q3 		$29K Hold
242
– – 0.01% 1068
2021
Q2 		$24K Buy
242
+42
+21% +$3.75K ﹤0.01% 1110
2021
Q1 		$18K Buy
200
+100
+100% +$9.29K ﹤0.01% 1150
2020
Q4 		$10K Hold
100
– – ﹤0.01% 1236
2020
Q3 		$11K Hold
100
– – ﹤0.01% 1016
2020
Q2 		$10K Hold
100
– – ﹤0.01% 986
2020
Q1 		$6K Hold
100
– – ﹤0.01% 1034
2019
Q4 		$6K Hold
100
– – ﹤0.01% 953
2019
Q3 		$6K Hold
100
– – ﹤0.01% 907
2019
Q2 		$6K Hold
100
– – ﹤0.01% 913
2019
Q1 		$6K Buy
+100
New +$5.25K ﹤0.01% 820

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 $6.73T AUM 46.02% 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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TNDM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Tandem Diabetes Care (TNDM) in Q3 2022, closing a stake of 212 shares — an estimated $13K sold.

Patriot Financial Group Insurance Agency first reported a position in TNDM in Q1 2019 and held it in 14 quarters. The position peaked at $43K in Q4 2021. 299 funds tracked by Wall St. Rank hold TNDM as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Tandem Diabetes Care position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 212 Tandem Diabetes Care shares in Q3 2022, an estimated $13K.
  • Patriot Financial Group Insurance Agency first reported a position in Tandem Diabetes Care in Q1 2019 and held it in 14 quarters.
  • Patriot Financial Group Insurance Agency's Tandem Diabetes Care position peaked at $43K in Q4 2021.
  • 299 funds tracked by Wall St. Rank held Tandem Diabetes Care as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.