Institutional & Family Asset Management’s DexCom DXCM Stock Holding History

Institutional & Family Asset Management’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	-312	Closed	-$43.3K	–	759
2024 Q1	$43.3K	Sell	312 -343	-52%	-$43.1K	0.01%	248
2023 Q4	$81.3K	Buy	655 +530	+424%	+$54.1K	0.01%	203
2023 Q3	$11.7K	Hold	125	–	–	﹤0.01%	358
2023 Q2	$16.1K	Hold	125	–	–	﹤0.01%	334
2023 Q1	$14.5K	Sell	125 -11	-8%	-$1.23K	﹤0.01%	341
2022 Q4	$15.4K	Hold	136	–	–	﹤0.01%	329
2022 Q3	$11K	Hold	136	–	–	﹤0.01%	372
2022 Q2	$10K	Buy	136 +20	+17%	+$1.82K	﹤0.01%	384
2022 Q1	$15K	Buy	116 +12	+12%	+$1.31K	﹤0.01%	388
2021 Q4	$14K	Hold	104	–	–	﹤0.01%	403
2021 Q3	$14K	Hold	104	–	–	﹤0.01%	500
2021 Q2	$11K	Buy	+104	New	+$9.99K	﹤0.01%	572
2020 Q4	–	Sell	-84	Closed	-$9K	–	875
2020 Q3	$9K	Sell	84 -108	-56%	-$11.3K	﹤0.01%	500
2020 Q2	$19K	Buy	192 +40	+26%	+$3.58K	﹤0.01%	398
2020 Q1	$10K	Buy	+152	New	+$9.46K	﹤0.01%	452

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

Institutional & Family Asset Management's DXCM Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of DexCom (DXCM) in Q2 2024, closing a stake of 312 shares — an estimated $43.3K sold.

Institutional & Family Asset Management first reported a position in DXCM in Q1 2020 and held it in 15 quarters. The position peaked at $81.3K in Q4 2023. 999 funds tracked by Wall St. Rank hold DXCM as of Q2 2024.

Institutional & Family Asset Management reported no remaining DexCom position as of Q2 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 312 DexCom shares in Q2 2024, an estimated $43.3K.
Institutional & Family Asset Management first reported a position in DexCom in Q1 2020 and held it in 15 quarters.
Institutional & Family Asset Management's DexCom position peaked at $81.3K in Q4 2023.
999 funds tracked by Wall St. Rank held DexCom as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.