Ropes Wealth Advisors’s Tandem Diabetes Care TNDM Stock Holding History

Ropes 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	-200	Closed	-$19K	–	734
2020 Q4	$19K	Hold	200	–	–	﹤0.01%	492
2020 Q3	$23K	Hold	200	–	–	﹤0.01%	422
2020 Q2	$20K	Hold	200	–	–	﹤0.01%	396
2020 Q1	$13K	Sell	200 -100	-33%	-$7.01K	﹤0.01%	400
2019 Q4	$18K	Hold	300	–	–	﹤0.01%	434
2019 Q3	$18K	Hold	300	–	–	﹤0.01%	450
2019 Q2	$19K	Hold	300	–	–	﹤0.01%	439
2019 Q1	$19K	Hold	300	–	–	0.01%	413
2018 Q4	$11K	Hold	300	–	–	﹤0.01%	420
2018 Q3	$13K	Hold	300	–	–	﹤0.01%	440
2018 Q2	$7K	Hold	300	–	–	﹤0.01%	491
2018 Q1	$1K	Hold	300	–	–	﹤0.01%	572
2017 Q4	$1K	Buy	300 +2	+0.7%	+$6	﹤0.01%	768
2017 Q3	$2K	Hold	298	–	–	﹤0.01%	674
2017 Q2	$2K	Buy	+298	New	+$2.75K	﹤0.01%	501
2016 Q4	–	Sell	-200	Closed	-$15K	–	508
2016 Q3	$15K	Hold	200	–	–	0.01%	390
2016 Q2	$15K	Hold	200	–	–	0.01%	347
2016 Q1	$17K	Hold	200	–	–	0.01%	298
2015 Q4	$24K	Buy	+200	New	+$19.8K	0.01%	292

Other funds holding TNDM

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Ropes Wealth Advisors's TNDM Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Tandem Diabetes Care (TNDM) in Q1 2021, closing a stake of 200 shares — an estimated $19K sold.

Ropes Wealth Advisors first reported a position in TNDM in Q4 2015 and held it in 19 quarters. The position peaked at $24K in Q4 2015. 290 funds tracked by Wall St. Rank hold TNDM as of Q1 2021.

Ropes Wealth Advisors reported no remaining Tandem Diabetes Care position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 200 Tandem Diabetes Care shares in Q1 2021, an estimated $19K.
Ropes Wealth Advisors first reported a position in Tandem Diabetes Care in Q4 2015 and held it in 19 quarters.
Ropes Wealth Advisors's Tandem Diabetes Care position peaked at $24K in Q4 2015.
290 funds tracked by Wall St. Rank held Tandem Diabetes Care as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.