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Maxwell Wealth Strategies’s DexCom DXCM Stock Holding History

Maxwell Wealth Strategies’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 		$707K Sell
9,097
-1,165
-11% -$86.3K 0.29% 73
2024
Q3 		$708K Buy
10,262
+329
+3% +$27K 0.3% 74
2024
Q2 		$1.13M Buy
9,933
+108
+1% +$13.7K 0.55% 57
2024
Q1 		$1.16M Buy
+9,825
New +$1.23M 0.59% 58

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

Maxwell Wealth Strategies's DXCM Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its DexCom (DXCM) stake by 11% in Q4 2024, selling an estimated $86.3K and leaving 9,097 shares worth $707K. The position accounts for 0.29% of the portfolio, ranked #73.

Maxwell Wealth Strategies first reported a position in DXCM in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.16M in Q1 2024. 950 funds tracked by Wall St. Rank hold DXCM as of Q4 2024.

  • Maxwell Wealth Strategies held 9,097 shares of DexCom worth $707K as of Q4 2024.
  • Maxwell Wealth Strategies sold 1,165 DexCom shares in Q4 2024, an estimated $86.3K.
  • DexCom made up 0.29% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #73 holding.
  • Maxwell Wealth Strategies first reported a position in DexCom in Q1 2024 and has held it in 4 quarters since.
  • Maxwell Wealth Strategies's DexCom position peaked at $1.16M in Q1 2024.
  • 950 funds tracked by Wall St. Rank held DexCom as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.