Financial Synergies Wealth Advisors’s DexCom DXCM Stock Holding History

Financial Synergies 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	-12	Closed	-$1.67K	–	174
2024 Q1	$1.67K	Hold	12	–	–	﹤0.01%	344
2023 Q4	$1.36K	Hold	12	–	–	﹤0.01%	292
2023 Q3	$1.12K	Hold	12	–	–	﹤0.01%	360
2023 Q2	$1.54K	Hold	12	–	–	﹤0.01%	320
2023 Q1	$1.4K	Hold	12	–	–	﹤0.01%	342
2022 Q4	$1.36K	Buy	+12	New	+$1.32K	﹤0.01%	292

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

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

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

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

Financial Synergies Wealth Advisors's DXCM Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of DexCom (DXCM) in Q2 2024, closing a stake of 12 shares — an estimated $1.67K sold.

Financial Synergies Wealth Advisors first reported a position in DXCM in Q4 2022 and held it in 6 quarters. The position peaked at $1.67K in Q1 2024. 999 funds tracked by Wall St. Rank hold DXCM as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining DexCom position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 12 DexCom shares in Q2 2024, an estimated $1.67K.
Financial Synergies Wealth Advisors first reported a position in DexCom in Q4 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's DexCom position peaked at $1.67K in Q1 2024.
999 funds tracked by Wall St. Rank held DexCom as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.