IWA
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Icon Wealth Advisors’s DexCom DXCM Stock Holding History

Icon 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
-3,189
Closed -$442K – 454
2024
Q1 		$442K Buy
3,189
+573
+22% +$72K 0.04% 226
2023
Q4 		$325K Buy
+2,616
New +$267K 0.03% 254

Other funds holding DXCM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Icon Wealth Advisors's DXCM Position: Q2 2024 in Review

Icon Wealth Advisors sold out of DexCom (DXCM) in Q2 2024, closing a stake of 3,189 shares — an estimated $442K sold.

Icon Wealth Advisors first reported a position in DXCM in Q4 2023 and held it in 2 quarters. The position peaked at $442K in Q1 2024. 999 funds tracked by Wall St. Rank hold DXCM as of Q2 2024.

  • Icon Wealth Advisors reported no remaining DexCom position as of Q2 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 3,189 DexCom shares in Q2 2024, an estimated $442K.
  • Icon Wealth Advisors first reported a position in DexCom in Q4 2023 and held it in 2 quarters.
  • Icon Wealth Advisors's DexCom position peaked at $442K in Q1 2024.
  • 999 funds tracked by Wall St. Rank held DexCom as of Q2 2024.

Based on Icon Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.