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Cassady Schiller Wealth Management’s DexCom DXCM Stock Holding History

Cassady Schiller 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 		$2.18K Buy
+28
New +$2.07K ﹤0.01% 556
2023
Q4 		– Sell
-44
Closed -$4.11K – 446
2023
Q3 		$4.11K Hold
44
– – ﹤0.01% 382
2023
Q2 		$5.65K Buy
+44
New +$5.32K ﹤0.01% 378
2022
Q1 		– Sell
-8
Closed -$1K – 246
2021
Q4 		$1K Buy
+8
New +$1.15K ﹤0.01% 445

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cassady Schiller Wealth Management's DXCM Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in DexCom (DXCM) in Q4 2024: 28 shares worth $2.18K. The stake represents ﹤0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in DXCM as recently as Q3 2023.

Cassady Schiller Wealth Management first reported a position in DXCM in Q4 2021 and has held it in 4 quarters since. The position peaked at $5.65K in Q2 2023. 950 funds tracked by Wall St. Rank hold DXCM as of Q4 2024.

  • Cassady Schiller Wealth Management held 28 shares of DexCom worth $2.18K as of Q4 2024.
  • DexCom was a new Cassady Schiller Wealth Management position in Q4 2024.
  • DexCom made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #556 holding.
  • Cassady Schiller Wealth Management first reported a position in DexCom in Q4 2021 and has held it in 4 quarters since.
  • Cassady Schiller Wealth Management's DexCom position peaked at $5.65K in Q2 2023.
  • 950 funds tracked by Wall St. Rank held DexCom as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.