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Compass Financial Advisors’s DexCom DXCM Stock Holding History

Compass Financial 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
2023
Q2 		– Sell
-7,257
Closed -$843K – 25
2023
Q1 		$843K Sell
7,257
-880
-11% -$98.5K 1.07% 29
2022
Q4 		$921K Sell
8,137
-271
-3% -$29.8K 1.24% 21
2022
Q3 		$677K Hold
8,408
– – 1.01% 29
2022
Q2 		$627K Buy
8,408
+276
+3% +$25.2K 0.85% 39
2022
Q1 		$1.04M Buy
8,132
+1,004
+14% +$110K 1.15% 24
2021
Q4 		$957K Buy
+7,128
New +$1.02M 1.05% 22

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Compass Financial Advisors's DXCM Position: Q2 2023 in Review

Compass Financial Advisors sold out of DexCom (DXCM) in Q2 2023, closing a stake of 7,257 shares — an estimated $843K sold.

Compass Financial Advisors first reported a position in DXCM in Q4 2021 and held it in 6 quarters. The position peaked at $1.04M in Q1 2022. 954 funds tracked by Wall St. Rank hold DXCM as of Q2 2023.

  • Compass Financial Advisors reported no remaining DexCom position as of Q2 2023 after selling out during the quarter.
  • Compass Financial Advisors sold 7,257 DexCom shares in Q2 2023, an estimated $843K.
  • Compass Financial Advisors first reported a position in DexCom in Q4 2021 and held it in 6 quarters.
  • Compass Financial Advisors's DexCom position peaked at $1.04M in Q1 2022.
  • 954 funds tracked by Wall St. Rank held DexCom as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.