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Triad Wealth Partners’s DexCom DXCM Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-100
Closed -$11.3K – 283
2024
Q2 		$11.3K Buy
+100
New +$12.6K 0.01% 439

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Triad Wealth Partners's DXCM Position: Q3 2024 in Review

Triad Wealth Partners sold out of DexCom (DXCM) in Q3 2024, closing a stake of 100 shares — an estimated $11.3K sold.

Triad Wealth Partners first reported a position in DXCM in Q2 2024 and held it in 1 quarter. The position peaked at $11.3K in Q2 2024. 889 funds tracked by Wall St. Rank hold DXCM as of Q3 2024.

  • Triad Wealth Partners reported no remaining DexCom position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 100 DexCom shares in Q3 2024, an estimated $11.3K.
  • Triad Wealth Partners first reported a position in DexCom in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's DexCom position peaked at $11.3K in Q2 2024.
  • 889 funds tracked by Wall St. Rank held DexCom as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.