SkyOak Wealth’s DexCom DXCM Stock Holding History

SkyOak Wealth’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 Q4	–	Sell	-7,445	Closed	-$695K	–	247
2023 Q3	$695K	Buy	7,445 +605	+9%	+$68.2K	0.2%	88
2023 Q2	$879K	Sell	6,840 -220	-3%	-$26.6K	0.25%	79
2023 Q1	$820K	Sell	7,060 -792	-10%	-$88.7K	0.25%	84
2022 Q4	$889K	Buy	7,852 +1,012	+15%	+$111K	0.3%	78
2022 Q3	$551K	Hold	6,840	–	–	0.2%	107
2022 Q2	$510K	Hold	6,840	–	–	0.17%	111
2022 Q1	$875K	Hold	6,840	–	–	0.24%	94
2021 Q4	$918K	Buy	6,840 +1,600	+31%	+$230K	0.23%	96
2021 Q3	$716K	Hold	5,240	–	–	0.19%	104
2021 Q2	$559K	Hold	5,240	–	–	0.15%	125
2021 Q1	$558K	Hold	5,240	–	–	0.16%	123
2020 Q4	$484K	Sell	5,240 -1,720	-25%	-$154K	0.15%	131
2020 Q3	$717K	Buy	6,960 +1,052	+18%	+$110K	0.26%	93
2020 Q2	$599K	Sell	5,908 -1,092	-16%	-$97.7K	0.22%	106
2020 Q1	$471K	Sell	7,000 -620	-8%	-$38.6K	0.24%	96
2019 Q4	$417K	Buy	+7,620	New	+$361K	0.13%	190

Other funds holding DXCM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SkyOak Wealth's DXCM Position: Q4 2023 in Review

SkyOak Wealth sold out of DexCom (DXCM) in Q4 2023, closing a stake of 7,445 shares — an estimated $695K sold.

SkyOak Wealth first reported a position in DXCM in Q4 2019 and held it in 16 quarters. The position peaked at $918K in Q4 2021. 974 funds tracked by Wall St. Rank hold DXCM as of Q4 2023.

SkyOak Wealth reported no remaining DexCom position as of Q4 2023 after selling out during the quarter.
SkyOak Wealth sold 7,445 DexCom shares in Q4 2023, an estimated $695K.
SkyOak Wealth first reported a position in DexCom in Q4 2019 and held it in 16 quarters.
SkyOak Wealth's DexCom position peaked at $918K in Q4 2021.
974 funds tracked by Wall St. Rank held DexCom as of Q4 2023.

Based on SkyOak Wealth's 13F filing for Q4 2023, filed 12 Jan 2024.