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Ritter Daniher Financial Advisory’s DexCom DXCM Stock Holding History

Ritter Daniher Financial Advisory’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
Q1 		– Sell
-598
Closed -$67.7K – 306
2022
Q4 		$67.7K Buy
+598
New +$65.7K 0.03% 125

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Ritter Daniher Financial Advisory's DXCM Position: Q1 2023 in Review

Ritter Daniher Financial Advisory sold out of DexCom (DXCM) in Q1 2023, closing a stake of 598 shares — an estimated $67.7K sold.

Ritter Daniher Financial Advisory first reported a position in DXCM in Q4 2022 and held it in 1 quarter. The position peaked at $67.7K in Q4 2022. 904 funds tracked by Wall St. Rank hold DXCM as of Q1 2023.

  • Ritter Daniher Financial Advisory reported no remaining DexCom position as of Q1 2023 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 598 DexCom shares in Q1 2023, an estimated $67.7K.
  • Ritter Daniher Financial Advisory first reported a position in DexCom in Q4 2022 and held it in 1 quarter.
  • Ritter Daniher Financial Advisory's DexCom position peaked at $67.7K in Q4 2022.
  • 904 funds tracked by Wall St. Rank held DexCom as of Q1 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2023, filed 11 May 2023.