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Atria Wealth Solutions’s DexCom DXCM Stock Holding History

Atria Wealth Solutions’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 		– Sell
-5,169
Closed -$586K – 1958
2024
Q2 		$586K Sell
5,169
-856
-14% -$108K 0.01% 1159
2024
Q1 		$836K Sell
6,025
-265
-4% -$33.3K 0.01% 993
2023
Q4 		$781K Buy
6,290
+2,674
+74% +$273K 0.01% 982
2023
Q3 		$337K Sell
3,616
-1,173
-24% -$132K ﹤0.01% 1344
2023
Q2 		$615K Buy
4,789
+14
+0.3% +$1.69K 0.01% 1055
2023
Q1 		$555K Sell
4,775
-44
-0.9% -$4.92K 0.01% 1070
2022
Q4 		$545K Sell
4,819
-507
-10% -$55.7K 0.01% 1034
2022
Q3 		$429K Buy
+5,326
New +$451K 0.01% 1111
2022
Q2 		– Sell
-6,160
Closed -$788K – 1697
2022
Q1 		$788K Buy
+6,160
New +$674K 0.01% 823

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Atria Wealth Solutions's DXCM Position: Q3 2024 in Review

Atria Wealth Solutions sold out of DexCom (DXCM) in Q3 2024, closing a stake of 5,169 shares — an estimated $586K sold.

Atria Wealth Solutions first reported a position in DXCM in Q1 2022 and held it in 9 quarters. The position peaked at $836K in Q1 2024. 889 funds tracked by Wall St. Rank hold DXCM as of Q3 2024.

  • Atria Wealth Solutions reported no remaining DexCom position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,169 DexCom shares in Q3 2024, an estimated $586K.
  • Atria Wealth Solutions first reported a position in DexCom in Q1 2022 and held it in 9 quarters.
  • Atria Wealth Solutions's DexCom position peaked at $836K in Q1 2024.
  • 889 funds tracked by Wall St. Rank held DexCom as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.