Heritage Wealth Management (Arizona)’s DexCom DXCM Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$9.06K	Buy	80 +40	+100%	+$4.39K	﹤0.01%	789
2022 Q3	$3K	Hold	40	–	–	﹤0.01%	817
2022 Q2	$2.98K	Hold	40	–	–	﹤0.01%	842
2022 Q1	$5K	Buy	+40	New	+$4.38K	﹤0.01%	792
2021 Q3	$5K	Hold	40	–	–	﹤0.01%	725
2021 Q2	$4K	Sell	40 -180	-82%	-$17.3K	﹤0.01%	767
2021 Q1	$20K	Buy	+220	New	+$20.7K	0.01%	489

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s DXCM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its DexCom (DXCM) stake by 100% in Q4 2022, buying an estimated $4.39K and bringing the position to 80 shares worth $9.06K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Heritage Wealth Management (Arizona) first reported a position in DXCM in Q1 2021 and has held it in 7 quarters since. The position peaked at $20K in Q1 2021. 920 funds tracked by Wall St. Rank hold DXCM as of Q4 2022.

Heritage Wealth Management (Arizona) held 80 shares of DexCom worth $9.06K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 40 DexCom shares in Q4 2022, an estimated $4.39K.
DexCom made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #789 holding.
Heritage Wealth Management (Arizona) first reported a position in DexCom in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s DexCom position peaked at $20K in Q1 2021.
920 funds tracked by Wall St. Rank held DexCom as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.