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Confluence Wealth Services’s DexCom DXCM Stock Holding History

Confluence Wealth Services’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
Q3 		– Sell
-3,375
Closed -$383K – 344
2024
Q2 		$383K Buy
3,375
+383
+13% +$48.4K 0.03% 260
2024
Q1 		$415K Buy
+2,992
New +$376K 0.04% 230
2022
Q1 		– Sell
-928
Closed -$124K – 465
2021
Q4 		$124K Buy
+928
New +$133K 0.04% 293

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Confluence Wealth Services's DXCM Position: Q3 2024 in Review

Confluence Wealth Services sold out of DexCom (DXCM) in Q3 2024, closing a stake of 3,375 shares — an estimated $383K sold.

Confluence Wealth Services first reported a position in DXCM in Q4 2021 and held it in 3 quarters. The position peaked at $415K in Q1 2024. 889 funds tracked by Wall St. Rank hold DXCM as of Q3 2024.

  • Confluence Wealth Services reported no remaining DexCom position as of Q3 2024 after selling out during the quarter.
  • Confluence Wealth Services sold 3,375 DexCom shares in Q3 2024, an estimated $383K.
  • Confluence Wealth Services first reported a position in DexCom in Q4 2021 and held it in 3 quarters.
  • Confluence Wealth Services's DexCom position peaked at $415K in Q1 2024.
  • 889 funds tracked by Wall St. Rank held DexCom as of Q3 2024.

Based on Confluence Wealth Services's 13F filing for Q3 2024, filed 29 Oct 2024.