9258 Wealth Management’s DexCom DXCM Stock Holding History

9258 Wealth Management’s Portfolio DXCM Stock Details DXCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$211K	Sell	3,142 -1,395	-31%	-$115K	0.03%	337
2024 Q2	$514K	Buy	4,537 +404	+10%	+$51.1K	0.08%	183
2024 Q1	$573K	Buy	4,133 +1,831	+80%	+$230K	0.09%	179
2023 Q4	$286K	Buy	+2,302	New	+$235K	0.05%	261
2021 Q4	–	Sell	-1,616	Closed	-$221K	–	372
2021 Q3	$221K	Buy	+1,616	New	+$204K	0.06%	317

Other funds holding DXCM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

9258 Wealth Management's DXCM Position: Q3 2024 in Review

9258 Wealth Management reduced its DexCom (DXCM) stake by 31% in Q3 2024, selling an estimated $115K and leaving 3,142 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #337.

9258 Wealth Management first reported a position in DXCM in Q3 2021 and has held it in 5 quarters since. The position peaked at $573K in Q1 2024. 889 funds tracked by Wall St. Rank hold DXCM as of Q3 2024.

9258 Wealth Management held 3,142 shares of DexCom worth $211K as of Q3 2024.
9258 Wealth Management sold 1,395 DexCom shares in Q3 2024, an estimated $115K.
DexCom made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #337 holding.
9258 Wealth Management first reported a position in DexCom in Q3 2021 and has held it in 5 quarters since.
9258 Wealth Management's DexCom position peaked at $573K in Q1 2024.
889 funds tracked by Wall St. Rank held DexCom as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.