KPW
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Kore Private Wealth’s DexCom DXCM Stock Holding History

Kore Private Wealth’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
2021
Q4 		– Sell
-2,716
Closed -$371K – 348
2021
Q3 		$371K Buy
2,716
+284
+12% +$35.8K 0.04% 289
2021
Q2 		$260K Buy
2,432
+8
+0.3% +$768 0.03% 337
2021
Q1 		$218K Buy
+2,424
New +$228K 0.03% 331
2020
Q4 		– Sell
-1,980
Closed -$204K – 339
2020
Q3 		$204K Hold
1,980
– – 0.04% 250
2020
Q2 		$200K Buy
1,980
+640
+48% +$57.3K 0.04% 233
2020
Q1 		$90K Hold
1,340
– – 0.02% 323
2019
Q4 		$73K Buy
+1,340
New +$63.6K 0.01% 418
2019
Q2 		– Sell
-1,340
Closed -$40K – 387
2019
Q1 		$40K Hold
1,340
– – 0.01% 419
2018
Q4 		$40K Buy
+1,340
New +$42.5K 0.01% 407

Other funds holding DXCM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return