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Holistic Financial Partners’s DexCom DXCM Stock Holding History

Holistic Financial Partners’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
-2,492
Closed -$283K – 125
2024
Q2 		$283K Buy
2,492
+1,019
+69% +$129K 0.14% 84
2024
Q1 		$204K Buy
+1,473
New +$185K 0.1% 128

Other funds holding DXCM

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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

Holistic Financial Partners's DXCM Position: Q3 2024 in Review

Holistic Financial Partners sold out of DexCom (DXCM) in Q3 2024, closing a stake of 2,492 shares — an estimated $283K sold.

Holistic Financial Partners first reported a position in DXCM in Q1 2024 and held it in 2 quarters. The position peaked at $283K in Q2 2024. 889 funds tracked by Wall St. Rank hold DXCM as of Q3 2024.

  • Holistic Financial Partners reported no remaining DexCom position as of Q3 2024 after selling out during the quarter.
  • Holistic Financial Partners sold 2,492 DexCom shares in Q3 2024, an estimated $283K.
  • Holistic Financial Partners first reported a position in DexCom in Q1 2024 and held it in 2 quarters.
  • Holistic Financial Partners's DexCom position peaked at $283K in Q2 2024.
  • 889 funds tracked by Wall St. Rank held DexCom as of Q3 2024.

Based on Holistic Financial Partners's 13F filing for Q3 2024, filed 7 Nov 2024.