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McClarren Financial Advisors’s DexCom DXCM Stock Holding History

McClarren Financial 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
2023
Q2 		– Sell
-4
Closed – – 370
2023
Q1 		$0 Hold
4
– – ﹤0.01% 366
2022
Q4 		$0 Hold
4
– – ﹤0.01% 372
2022
Q3 		$0 Buy
+4
New +$339 ﹤0.01% 313
2022
Q2 		– Sell
-4
Closed – – 91
2022
Q1 		$0 Hold
4
– – ﹤0.01% 288
2021
Q4 		$1K Hold
4
– – ﹤0.01% 314
2021
Q3 		$0 Hold
4
– – ﹤0.01% 298
2021
Q2 		$0 Hold
4
– – ﹤0.01% 319
2021
Q1 		$0 Hold
4
– – ﹤0.01% 279
2020
Q4 		$0 Buy
+4
New +$357 ﹤0.01% 232

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

McClarren Financial Advisors's DXCM Position: Q2 2023 in Review

McClarren Financial Advisors sold out of DexCom (DXCM) in Q2 2023, closing a stake of 4 shares.

McClarren Financial Advisors first reported a position in DXCM in Q4 2020 and held it in 9 quarters. The position peaked at $1K in Q4 2021. 954 funds tracked by Wall St. Rank hold DXCM as of Q2 2023.

  • McClarren Financial Advisors reported no remaining DexCom position as of Q2 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 4 DexCom shares in Q2 2023.
  • McClarren Financial Advisors first reported a position in DexCom in Q4 2020 and held it in 9 quarters.
  • McClarren Financial Advisors's DexCom position peaked at $1K in Q4 2021.
  • 954 funds tracked by Wall St. Rank held DexCom as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.