Exencial Wealth Advisors’s DexCom DXCM Stock Holding History

Exencial 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
2020 Q4	–	Sell	-2,400	Closed	-$247K	–	386
2020 Q3	$247K	Buy	+2,400	New	+$251K	0.01%	323

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Exencial Wealth Advisors's DXCM Position: Q4 2020 in Review

Exencial Wealth Advisors sold out of DexCom (DXCM) in Q4 2020, closing a stake of 2,400 shares — an estimated $247K sold.

Exencial Wealth Advisors first reported a position in DXCM in Q3 2020 and held it in 1 quarter. The position peaked at $247K in Q3 2020. 732 funds tracked by Wall St. Rank hold DXCM as of Q4 2020.

Exencial Wealth Advisors reported no remaining DexCom position as of Q4 2020 after selling out during the quarter.
Exencial Wealth Advisors sold 2,400 DexCom shares in Q4 2020, an estimated $247K.
Exencial Wealth Advisors first reported a position in DexCom in Q3 2020 and held it in 1 quarter.
Exencial Wealth Advisors's DexCom position peaked at $247K in Q3 2020.
732 funds tracked by Wall St. Rank held DexCom as of Q4 2020.

Based on Exencial Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.