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Cardinal Point Wealth Management Partners’s DexCom DXCM Stock Holding History

Cardinal Point Wealth Management 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
2023
Q1 		$511K Buy
4,400
+1,200
+38% +$134K 0.16% 52
2022
Q4 		$362K Buy
+3,200
New +$351K 0.13% 50

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Cardinal Point Wealth Management Partners's DXCM Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its DexCom (DXCM) stake by 38% in Q1 2023, buying an estimated $134K and bringing the position to 4,400 shares worth $511K. The position accounts for 0.16% of the portfolio, ranked #52.

Cardinal Point Wealth Management Partners first reported a position in DXCM in Q4 2022 and has held it in 2 quarters since. 904 funds tracked by Wall St. Rank hold DXCM as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 4,400 shares of DexCom worth $511K as of Q1 2023.
  • Cardinal Point Wealth Management Partners bought 1,200 DexCom shares in Q1 2023, an estimated $134K.
  • DexCom made up 0.16% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #52 holding.
  • Cardinal Point Wealth Management Partners first reported a position in DexCom in Q4 2022 and has held it in 2 quarters since.
  • 904 funds tracked by Wall St. Rank held DexCom as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.