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Pacific Capital Wealth Advisors’s DexCom DXCM Stock Holding History

Pacific Capital 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
Q3 		– Sell
-154
Closed -$17.5K – 530
2024
Q2 		$17.5K Buy
154
+79
+105% +$9.99K ﹤0.01% 254
2024
Q1 		$10.4K Buy
75
+71
+1,775% +$8.93K ﹤0.01% 226
2023
Q4 		$496 Buy
+4
New +$409 ﹤0.01% 312

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Pacific Capital Wealth Advisors's DXCM Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of DexCom (DXCM) in Q3 2024, closing a stake of 154 shares — an estimated $17.5K sold.

Pacific Capital Wealth Advisors first reported a position in DXCM in Q4 2023 and held it in 3 quarters. The position peaked at $17.5K in Q2 2024. 889 funds tracked by Wall St. Rank hold DXCM as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining DexCom position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 154 DexCom shares in Q3 2024, an estimated $17.5K.
  • Pacific Capital Wealth Advisors first reported a position in DexCom in Q4 2023 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's DexCom position peaked at $17.5K in Q2 2024.
  • 889 funds tracked by Wall St. Rank held DexCom as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.