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CM Wealth Advisors’s DexCom DXCM Stock Holding History

CM Wealth Advisors’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
Q2 		– Sell
-1,610
Closed -$209K – 102
2024
Q1 		$209K Buy
+1,610
New +$202K 0.06% 176
2023
Q3 		– Sell
-1,540
Closed -$204K – 103
2023
Q2 		$204K Sell
1,540
-17,160
-92% -$2.08M 0.07% 151
2023
Q1 		$2.34M Buy
+18,700
New +$2.09M 0.45% 39

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CM Wealth Advisors's DXCM Position: Q2 2024 in Review

CM Wealth Advisors sold out of DexCom (DXCM) in Q2 2024, closing a stake of 1,610 shares — an estimated $209K sold.

CM Wealth Advisors first reported a position in DXCM in Q1 2023 and held it in 3 quarters. The position peaked at $2.34M in Q1 2023. 999 funds tracked by Wall St. Rank hold DXCM as of Q2 2024.

  • CM Wealth Advisors reported no remaining DexCom position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 1,610 DexCom shares in Q2 2024, an estimated $209K.
  • CM Wealth Advisors first reported a position in DexCom in Q1 2023 and held it in 3 quarters.
  • CM Wealth Advisors's DexCom position peaked at $2.34M in Q1 2023.
  • 999 funds tracked by Wall St. Rank held DexCom as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.