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Regent Peak Wealth Advisors’s Tandem Diabetes Care TNDM Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-16
Closed -$2K – 899
2020
Q4 		$2K Buy
+16
New +$1.65K ﹤0.01% 844

Other funds holding TNDM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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 $846B AUM 46.74% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Regent Peak Wealth Advisors's TNDM Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Tandem Diabetes Care (TNDM) in Q1 2021, closing a stake of 16 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in TNDM in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 290 funds tracked by Wall St. Rank hold TNDM as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Tandem Diabetes Care position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 16 Tandem Diabetes Care shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Tandem Diabetes Care in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Tandem Diabetes Care position peaked at $2K in Q4 2020.
  • 290 funds tracked by Wall St. Rank held Tandem Diabetes Care as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.