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Kingswood Wealth Advisors’s DexCom DXCM Stock Holding History

Kingswood 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
Q4 		– Sell
-4,196
Closed -$281K – 826
2024
Q3 		$281K Sell
4,196
-72
-2% -$5.91K 0.02% 589
2024
Q2 		$484K Buy
4,268
+392
+10% +$49.6K 0.04% 402
2024
Q1 		$538K Sell
3,876
-541
-12% -$68K 0.06% 329
2023
Q4 		$548K Sell
4,417
-313
-7% -$32K 0.06% 325
2023
Q3 		$441K Buy
+4,730
New +$533K 0.08% 271

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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Kingswood Wealth Advisors's DXCM Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of DexCom (DXCM) in Q4 2024, closing a stake of 4,196 shares — an estimated $281K sold.

Kingswood Wealth Advisors first reported a position in DXCM in Q3 2023 and held it in 5 quarters. The position peaked at $548K in Q4 2023. 950 funds tracked by Wall St. Rank hold DXCM as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining DexCom position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 4,196 DexCom shares in Q4 2024, an estimated $281K.
  • Kingswood Wealth Advisors first reported a position in DexCom in Q3 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's DexCom position peaked at $548K in Q4 2023.
  • 950 funds tracked by Wall St. Rank held DexCom as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.