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Lantern Wealth Advisors’s DexCom DXCM Stock Holding History

Lantern 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
-3,800
Closed -$255K – 138
2024
Q3 		$255K Sell
3,800
-500
-12% -$41.1K 0.18% 109
2024
Q2 		$488K Buy
4,300
+200
+5% +$25.3K 0.35% 70
2024
Q1 		$569K Buy
4,100
+200
+5% +$25.1K 0.4% 64
2023
Q4 		$484K Buy
+3,900
New +$398K 0.38% 66

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

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

Lantern Wealth Advisors sold out of DexCom (DXCM) in Q4 2024, closing a stake of 3,800 shares — an estimated $255K sold.

Lantern Wealth Advisors first reported a position in DXCM in Q4 2023 and held it in 4 quarters. The position peaked at $569K in Q1 2024. 950 funds tracked by Wall St. Rank hold DXCM as of Q4 2024.

  • Lantern Wealth Advisors reported no remaining DexCom position as of Q4 2024 after selling out during the quarter.
  • Lantern Wealth Advisors sold 3,800 DexCom shares in Q4 2024, an estimated $255K.
  • Lantern Wealth Advisors first reported a position in DexCom in Q4 2023 and held it in 4 quarters.
  • Lantern Wealth Advisors's DexCom position peaked at $569K in Q1 2024.
  • 950 funds tracked by Wall St. Rank held DexCom as of Q4 2024.

Based on Lantern Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.