Polaris Wealth Advisory Group’s DexCom DXCM Stock Holding History

Polaris Wealth Advisory Group’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 Q3	$1.09M	Buy	+11,732	New	+$1.32M	0.08%	115
2023 Q2	–	Sell	-1,877	Closed	-$218K	–	155
2023 Q1	$218K	Sell	1,877 -700	-27%	-$78.4K	0.02%	162
2022 Q4	$274K	Sell	2,577 -280	-10%	-$30.7K	0.02%	153
2022 Q3	$286K	Sell	2,857 -40	-1%	-$3.39K	0.02%	140
2022 Q2	$216K	Sell	2,897 -67	-2%	-$6.12K	0.02%	126
2022 Q1	$380K	Hold	2,964	–	–	0.03%	129
2021 Q4	$398K	Hold	2,964	–	–	0.02%	140
2021 Q3	$400K	Hold	2,964	–	–	0.02%	128
2021 Q2	$316K	Hold	2,964	–	–	0.02%	138
2021 Q1	$284K	Hold	2,964	–	–	0.02%	148
2020 Q4	$288K	Sell	2,964 -240	-7%	-$21.4K	0.02%	157
2020 Q3	$306K	Buy	3,204 +240	+8%	+$25.1K	0.03%	128
2020 Q2	$297K	Buy	+2,964	New	+$265K	0.02%	123

Other funds holding DXCM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Polaris Wealth Advisory Group's DXCM Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in DexCom (DXCM) in Q3 2023: 11,732 shares worth $1.09M. The stake represents 0.08% of the portfolio and ranks #115 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in DXCM as recently as Q1 2023.

Polaris Wealth Advisory Group first reported a position in DXCM in Q2 2020 and has held it in 13 quarters since. 902 funds tracked by Wall St. Rank hold DXCM as of Q3 2023.

Polaris Wealth Advisory Group held 11,732 shares of DexCom worth $1.09M as of Q3 2023.
DexCom was a new Polaris Wealth Advisory Group position in Q3 2023.
DexCom made up 0.08% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #115 holding.
Polaris Wealth Advisory Group first reported a position in DexCom in Q2 2020 and has held it in 13 quarters since.
902 funds tracked by Wall St. Rank held DexCom as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.