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Avantax Planning Partners’s DexCom DXCM Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-88
Closed -$3K – 516
2018
Q3 		$3K Buy
+88
New +$2.73K ﹤0.01% 1242
2018
Q2 		– Sell
-336
Closed -$6K – 548
2018
Q1 		$6K Buy
+336
New +$4.97K ﹤0.01% 1251

Other funds holding DXCM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HM
HealthCor Management New York $109M AUM 10.64% 1-Year Est. Return

Avantax Planning Partners's DXCM Position: Q4 2018 in Review

Avantax Planning Partners sold out of DexCom (DXCM) in Q4 2018, closing a stake of 88 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in DXCM in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 415 funds tracked by Wall St. Rank hold DXCM as of Q4 2018.

  • Avantax Planning Partners reported no remaining DexCom position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 88 DexCom shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in DexCom in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's DexCom position peaked at $6K in Q1 2018.
  • 415 funds tracked by Wall St. Rank held DexCom as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.