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Alta Wealth Advisors’s DexCom DXCM Stock Holding History

Alta Wealth Advisors’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
2023
Q1 		– Sell
-2,546
Closed -$288K – 144
2022
Q4 		$288K Sell
2,546
-132
-5% -$14.5K 0.19% 123
2022
Q3 		$216K Sell
2,678
-1,598
-37% -$135K 0.15% 128
2022
Q2 		$318K Sell
4,276
-436
-9% -$39.8K 0.22% 117
2022
Q1 		$603K Sell
4,712
-60
-1% -$6.56K 0.36% 86
2021
Q4 		$641K Sell
4,772
-348
-7% -$50K 0.4% 79
2021
Q3 		$700K Sell
5,120
-52
-1% -$6.56K 0.51% 67
2021
Q2 		$552K Buy
5,172
+60
+1% +$5.76K 0.4% 92
2021
Q1 		$459K Sell
5,112
-236
-4% -$22.2K 0.38% 93
2020
Q4 		$494K Buy
+5,348
New +$478K 0.42% 85

Other funds holding DXCM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Alta Wealth Advisors's DXCM Position: Q1 2023 in Review

Alta Wealth Advisors sold out of DexCom (DXCM) in Q1 2023, closing a stake of 2,546 shares — an estimated $288K sold.

Alta Wealth Advisors first reported a position in DXCM in Q4 2020 and held it in 9 quarters. The position peaked at $700K in Q3 2021. 904 funds tracked by Wall St. Rank hold DXCM as of Q1 2023.

  • Alta Wealth Advisors reported no remaining DexCom position as of Q1 2023 after selling out during the quarter.
  • Alta Wealth Advisors sold 2,546 DexCom shares in Q1 2023, an estimated $288K.
  • Alta Wealth Advisors first reported a position in DexCom in Q4 2020 and held it in 9 quarters.
  • Alta Wealth Advisors's DexCom position peaked at $700K in Q3 2021.
  • 904 funds tracked by Wall St. Rank held DexCom as of Q1 2023.

Based on Alta Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.