TRUE Private Wealth Advisors’s Tandem Diabetes Care TNDM Stock Holding History

TRUE Private 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	-625	Closed	-$59K	–	656
2020 Q4	$59K	Sell	625 -500	-44%	-$51.5K	0.01%	337
2020 Q3	$127K	Hold	1,125	–	–	0.02%	223
2020 Q2	$111K	Hold	1,125	–	–	0.02%	228
2020 Q1	$72K	Buy	1,125 +360	+47%	+$25.2K	0.02%	248
2019 Q4	$45K	Buy	+765	New	+$47.2K	0.01%	385
2019 Q3	–	Sell	-515	Closed	-$33K	–	667
2019 Q2	$33K	Buy	+515	New	+$33.2K	0.01%	393

Other funds holding TNDM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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 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

TRUE Private Wealth Advisors's TNDM Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Tandem Diabetes Care (TNDM) in Q1 2021, closing a stake of 625 shares — an estimated $59K sold.

TRUE Private Wealth Advisors first reported a position in TNDM in Q2 2019 and held it in 6 quarters. The position peaked at $127K in Q3 2020. 290 funds tracked by Wall St. Rank hold TNDM as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Tandem Diabetes Care position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 625 Tandem Diabetes Care shares in Q1 2021, an estimated $59K.
TRUE Private Wealth Advisors first reported a position in Tandem Diabetes Care in Q2 2019 and held it in 6 quarters.
TRUE Private Wealth Advisors's Tandem Diabetes Care position peaked at $127K in Q3 2020.
290 funds tracked by Wall St. Rank held Tandem Diabetes Care as of Q1 2021.

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