Dakota Wealth Management’s DexCom DXCM Stock Holding History

Dakota 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
2023 Q4	–	Sell	-3,788	Closed	-$353K	–	668
2023 Q3	$353K	Sell	3,788 -1,206	-24%	-$136K	0.02%	465
2023 Q2	$642K	Buy	4,994 +1,869	+60%	+$226K	0.03%	339
2023 Q1	$363K	Sell	3,125 -2,514	-45%	-$281K	0.02%	426
2022 Q4	$639K	Buy	5,639 +1,907	+51%	+$209K	0.05%	306
2022 Q3	$301K	Buy	+3,732	New	+$316K	0.02%	425
2022 Q1	–	Sell	-8,148	Closed	-$1.09M	–	464
2021 Q4	$1.09M	Buy	+8,148	New	+$1.17M	0.12%	152

Other funds holding DXCM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dakota Wealth Management's DXCM Position: Q4 2023 in Review

Dakota Wealth Management sold out of DexCom (DXCM) in Q4 2023, closing a stake of 3,788 shares — an estimated $353K sold.

Dakota Wealth Management first reported a position in DXCM in Q4 2021 and held it in 6 quarters. The position peaked at $1.09M in Q4 2021. 974 funds tracked by Wall St. Rank hold DXCM as of Q4 2023.

Dakota Wealth Management reported no remaining DexCom position as of Q4 2023 after selling out during the quarter.
Dakota Wealth Management sold 3,788 DexCom shares in Q4 2023, an estimated $353K.
Dakota Wealth Management first reported a position in DexCom in Q4 2021 and held it in 6 quarters.
Dakota Wealth Management's DexCom position peaked at $1.09M in Q4 2021.
974 funds tracked by Wall St. Rank held DexCom as of Q4 2023.

Based on Dakota Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.