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Liberty Wealth Management’s DexCom DXCM Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-696
Closed -$102K – 418
2021
Q3 		$102K Buy
696
+476
+216% +$60K 0.04% 283
2021
Q2 		$23K Buy
220
+184
+511% +$17.7K 0.01% 477
2021
Q1 		$3K Hold
36
– – ﹤0.01% 768
2020
Q4 		$3K Buy
36
+4
+13% +$357 ﹤0.01% 764
2020
Q3 		$3K Buy
+32
New +$3.34K ﹤0.01% 702

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
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 $1.56T 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

Liberty Wealth Management's DXCM Position: Q4 2021 in Review

Liberty Wealth Management sold out of DexCom (DXCM) in Q4 2021, closing a stake of 696 shares — an estimated $102K sold.

Liberty Wealth Management first reported a position in DXCM in Q3 2020 and held it in 5 quarters. The position peaked at $102K in Q3 2021. 930 funds tracked by Wall St. Rank hold DXCM as of Q4 2021.

  • Liberty Wealth Management reported no remaining DexCom position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 696 DexCom shares in Q4 2021, an estimated $102K.
  • Liberty Wealth Management first reported a position in DexCom in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's DexCom position peaked at $102K in Q3 2021.
  • 930 funds tracked by Wall St. Rank held DexCom as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.