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Patriot Financial Group Insurance Agency’s DexCom DXCM Stock Holding History

Patriot Financial Group Insurance Agency’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
-11,210
Closed -$752K – 489
2024
Q3 		$752K Sell
11,210
-41
-0.4% -$3.37K 0.1% 220
2024
Q2 		$1.28M Buy
11,251
+483
+4% +$61.1K 0.19% 126
2024
Q1 		$1.49M Sell
10,768
-149
-1% -$18.7K 0.24% 102
2023
Q4 		$1.35M Buy
10,917
+483
+5% +$49.3K 0.26% 96
2023
Q3 		$973K Sell
10,434
-406
-4% -$45.8K 0.2% 131
2023
Q2 		$1.39M Buy
10,840
+927
+9% +$112K 0.26% 90
2023
Q1 		$1.15M Buy
9,913
+232
+2% +$26K 0.23% 104
2022
Q4 		$1.1M Buy
9,681
+305
+3% +$33.5K 0.15% 95
2022
Q3 		$755K Sell
9,376
-8
-0.1% -$678 0.18% 138
2022
Q2 		$699K Buy
9,384
+2,928
+45% +$267K 0.14% 151
2022
Q1 		$826K Buy
6,456
+6,356
+6,356% +$695K 0.15% 156
2021
Q4 		$13K Buy
+100
New +$14.4K ﹤0.01% 1375

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 $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $167B AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DXCM Position: Q4 2024 in Review

Patriot Financial Group Insurance Agency sold out of DexCom (DXCM) in Q4 2024, closing a stake of 11,210 shares — an estimated $752K sold.

Patriot Financial Group Insurance Agency first reported a position in DXCM in Q4 2021 and held it in 12 quarters. The position peaked at $1.49M in Q1 2024. 951 funds tracked by Wall St. Rank hold DXCM as of Q4 2024.

  • Patriot Financial Group Insurance Agency reported no remaining DexCom position as of Q4 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 11,210 DexCom shares in Q4 2024, an estimated $752K.
  • Patriot Financial Group Insurance Agency first reported a position in DexCom in Q4 2021 and held it in 12 quarters.
  • Patriot Financial Group Insurance Agency's DexCom position peaked at $1.49M in Q1 2024.
  • 951 funds tracked by Wall St. Rank held DexCom as of Q4 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2024, filed 22 Jan 2025.