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Regal Investment Advisors’s DexCom DXCM Stock Holding History

Regal Investment 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
Q2 		– Sell
-1,611
Closed -$223K – 578
2024
Q1 		$223K Buy
+1,611
New +$203K 0.02% 528
2021
Q1 		– Sell
-2,236
Closed -$207K – 122
2020
Q4 		$207K Buy
+2,236
New +$200K 0.02% 443

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Regal Investment Advisors's DXCM Position: Q2 2024 in Review

Regal Investment Advisors sold out of DexCom (DXCM) in Q2 2024, closing a stake of 1,611 shares — an estimated $223K sold.

Regal Investment Advisors first reported a position in DXCM in Q4 2020 and held it in 2 quarters. The position peaked at $223K in Q1 2024. 999 funds tracked by Wall St. Rank hold DXCM as of Q2 2024.

  • Regal Investment Advisors reported no remaining DexCom position as of Q2 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 1,611 DexCom shares in Q2 2024, an estimated $223K.
  • Regal Investment Advisors first reported a position in DexCom in Q4 2020 and held it in 2 quarters.
  • Regal Investment Advisors's DexCom position peaked at $223K in Q1 2024.
  • 999 funds tracked by Wall St. Rank held DexCom as of Q2 2024.

Based on Regal Investment Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.