BerganKDV Wealth Management’s DexCom DXCM Stock Holding History

BerganKDV 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
2023 Q2	$900	Sell	7 -15	-68%	-$1.81K	﹤0.01%	767
2023 Q1	$2.56K	Hold	22	–	–	﹤0.01%	798
2022 Q4	$2.49K	Sell	22 -12	-35%	-$1.32K	﹤0.01%	776
2022 Q3	$3K	Sell	34 -230	-87%	-$19.5K	﹤0.01%	748
2022 Q2	$20K	Buy	264 +8	+3%	+$730	﹤0.01%	495
2022 Q1	$33K	Hold	256	–	–	﹤0.01%	444
2021 Q4	$34K	Hold	256	–	–	﹤0.01%	474
2021 Q3	$35K	Hold	256	–	–	﹤0.01%	446
2021 Q2	$27K	Hold	256	–	–	﹤0.01%	478
2021 Q1	$23K	Hold	256	–	–	﹤0.01%	463
2020 Q4	$24K	Buy	256 +228	+814%	+$20.4K	﹤0.01%	443
2020 Q3	$3K	Hold	28	–	–	﹤0.01%	638
2020 Q2	$3K	Buy	+28	New	+$2.5K	﹤0.01%	694

Other funds holding DXCM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BerganKDV Wealth Management's DXCM Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its DexCom (DXCM) stake by 68% in Q2 2023, selling an estimated $1.81K and leaving 7 shares worth $900. The position accounts for ﹤0.01% of the portfolio, ranked #767.

BerganKDV Wealth Management first reported a position in DXCM in Q2 2020 and has held it in 13 quarters since. The position peaked at $35K in Q3 2021. 954 funds tracked by Wall St. Rank hold DXCM as of Q2 2023.

BerganKDV Wealth Management held 7 shares of DexCom worth $900 as of Q2 2023.
BerganKDV Wealth Management sold 15 DexCom shares in Q2 2023, an estimated $1.81K.
DexCom made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #767 holding.
BerganKDV Wealth Management first reported a position in DexCom in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's DexCom position peaked at $35K in Q3 2021.
954 funds tracked by Wall St. Rank held DexCom as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.