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Avitas Wealth Management’s DexCom DXCM Stock Holding History

Avitas 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
Q4 		$490K Sell
6,297
-178
-3% -$13.2K 0.07% 156
2024
Q3 		$434K Buy
6,475
+1,086
+20% +$89.2K 0.06% 170
2024
Q2 		$611K Sell
5,389
-309
-5% -$39.1K 0.09% 155
2024
Q1 		$790K Sell
5,698
-63
-1% -$7.92K 0.12% 153
2023
Q4 		$715K Sell
5,761
-31
-0.5% -$3.17K 0.12% 146
2023
Q3 		$540K Buy
5,792
+828
+17% +$93.3K 0.1% 157
2023
Q2 		$638K Sell
4,964
-74
-1% -$8.95K 0.12% 141
2023
Q1 		$585K Sell
5,038
-193
-4% -$21.6K 0.11% 148
2022
Q4 		$592K Sell
5,231
-30
-0.6% -$3.29K 0.13% 133
2022
Q3 		$424K Sell
5,261
-1,491
-22% -$126K 0.1% 144
2022
Q2 		$503K Sell
6,752
-144
-2% -$13.1K 0.11% 144
2022
Q1 		$882K Sell
6,896
-7,376
-52% -$807K 0.16% 133
2021
Q4 		$1.92M Buy
14,272
+452
+3% +$65K 0.32% 97
2021
Q3 		$1.89M Sell
13,820
-148
-1% -$18.7K 0.34% 106
2021
Q2 		$1.49M Buy
13,968
+480
+4% +$46.1K 0.27% 118
2021
Q1 		$1.21M Buy
13,488
+288
+2% +$27K 0.24% 124
2020
Q4 		$1.22M Buy
13,200
+2,560
+24% +$229K 0.25% 127
2020
Q3 		$1.1M Buy
10,640
+532
+5% +$55.6K 0.31% 111
2020
Q2 		$1.02M Sell
10,108
-1,844
-15% -$165K 0.34% 96
2020
Q1 		$805K Sell
11,952
-4,952
-29% -$308K 0.37% 83
2019
Q4 		$924K Sell
16,904
-40
-0.2% -$1.9K 0.24% 115
2019
Q3 		$632K Buy
+16,944
New +$658K 0.17% 129

Other funds holding DXCM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Avitas Wealth Management's DXCM Position: Q4 2024 in Review

Avitas Wealth Management reduced its DexCom (DXCM) stake by 2.7% in Q4 2024, selling an estimated $13.2K and leaving 6,297 shares worth $490K. The position accounts for 0.07% of the portfolio, ranked #156.

Avitas Wealth Management first reported a position in DXCM in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.92M in Q4 2021. 952 funds tracked by Wall St. Rank hold DXCM as of Q4 2024.

  • Avitas Wealth Management held 6,297 shares of DexCom worth $490K as of Q4 2024.
  • Avitas Wealth Management sold 178 DexCom shares in Q4 2024, an estimated $13.2K.
  • DexCom made up 0.07% of Avitas Wealth Management's portfolio in Q4 2024, its #156 holding.
  • Avitas Wealth Management first reported a position in DexCom in Q3 2019 and has held it in 22 quarters since.
  • Avitas Wealth Management's DexCom position peaked at $1.92M in Q4 2021.
  • 952 funds tracked by Wall St. Rank held DexCom as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.