Valeo Financial Advisors’s Tandem Diabetes Care TNDM Stock Holding History

Valeo Financial 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	-5	Closed	–	–	2186
2020 Q4	$0	Buy	+5	New	+$515	﹤0.01%	1845
2020 Q3	–	Sell	-460	Closed	-$46K	–	2118
2020 Q2	$46K	Hold	460	–	–	﹤0.01%	765
2020 Q1	$30K	Buy	+460	New	+$32.2K	﹤0.01%	771

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

Valeo Financial Advisors's TNDM Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Tandem Diabetes Care (TNDM) in Q1 2021, closing a stake of 5 shares.

Valeo Financial Advisors first reported a position in TNDM in Q1 2020 and held it in 3 quarters. The position peaked at $46K in Q2 2020. 290 funds tracked by Wall St. Rank hold TNDM as of Q1 2021.

Valeo Financial Advisors reported no remaining Tandem Diabetes Care position as of Q1 2021 after selling out during the quarter.
Valeo Financial Advisors sold 5 Tandem Diabetes Care shares in Q1 2021.
Valeo Financial Advisors first reported a position in Tandem Diabetes Care in Q1 2020 and held it in 3 quarters.
Valeo Financial Advisors's Tandem Diabetes Care position peaked at $46K in Q2 2020.
290 funds tracked by Wall St. Rank held Tandem Diabetes Care as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.