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Avidian Wealth Enterprises’s DexCom DXCM Stock Holding History

Avidian Wealth Enterprises’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
-2,065
Closed -$234K – 508
2024
Q2 		$234K Buy
+2,065
New +$261K 0.01% 448
2022
Q2 		– Sell
-3,356
Closed -$429K – 465
2022
Q1 		$429K Buy
3,356
+20
+0.6% +$2.19K 0.03% 330
2021
Q4 		$448K Buy
+3,336
New +$479K 0.03% 321

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

Avidian Wealth Enterprises's DXCM Position: Q3 2024 in Review

Avidian Wealth Enterprises sold out of DexCom (DXCM) in Q3 2024, closing a stake of 2,065 shares — an estimated $234K sold.

Avidian Wealth Enterprises first reported a position in DXCM in Q4 2021 and held it in 3 quarters. The position peaked at $448K in Q4 2021. 889 funds tracked by Wall St. Rank hold DXCM as of Q3 2024.

  • Avidian Wealth Enterprises reported no remaining DexCom position as of Q3 2024 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,065 DexCom shares in Q3 2024, an estimated $234K.
  • Avidian Wealth Enterprises first reported a position in DexCom in Q4 2021 and held it in 3 quarters.
  • Avidian Wealth Enterprises's DexCom position peaked at $448K in Q4 2021.
  • 889 funds tracked by Wall St. Rank held DexCom as of Q3 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2024, filed 30 Oct 2024.