Waldron Private Wealth’s DexCom DXCM Stock Holding History

Waldron Private 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
2024 Q2	–	Sell	-1,602	Closed	-$222K	–	427
2024 Q1	$222K	Buy	+1,602	New	+$201K	0.01%	376
2023 Q3	–	Sell	-1,599	Closed	-$205K	–	387
2023 Q2	$205K	Sell	1,599 -1,260	-44%	-$152K	0.01%	356
2023 Q1	$332K	Buy	2,859 +26	+0.9%	+$2.91K	0.02%	311
2022 Q4	$228K	Hold	2,833	–	–	0.01%	334
2022 Q3	$228K	Buy	+2,833	New	+$240K	0.01%	336
2022 Q2	–	Sell	-2,068	Closed	-$264K	–	389
2022 Q1	$264K	Buy	2,068 +212	+11%	+$23.2K	0.01%	340
2021 Q4	$249K	Buy	1,856 +24	+1%	+$3.45K	0.01%	336
2021 Q3	$250K	Buy	+1,832	New	+$231K	0.01%	314
2020 Q3	–	Sell	-2,620	Closed	-$265K	–	278
2020 Q2	$265K	Buy	+2,620	New	+$234K	0.02%	214

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Waldron Private Wealth's DXCM Position: Q2 2024 in Review

Waldron Private Wealth sold out of DexCom (DXCM) in Q2 2024, closing a stake of 1,602 shares — an estimated $222K sold.

Waldron Private Wealth first reported a position in DXCM in Q2 2020 and held it in 9 quarters. The position peaked at $332K in Q1 2023. 999 funds tracked by Wall St. Rank hold DXCM as of Q2 2024.

Waldron Private Wealth reported no remaining DexCom position as of Q2 2024 after selling out during the quarter.
Waldron Private Wealth sold 1,602 DexCom shares in Q2 2024, an estimated $222K.
Waldron Private Wealth first reported a position in DexCom in Q2 2020 and held it in 9 quarters.
Waldron Private Wealth's DexCom position peaked at $332K in Q1 2023.
999 funds tracked by Wall St. Rank held DexCom as of Q2 2024.

Based on Waldron Private Wealth's 13F filing for Q2 2024, filed 31 Jul 2024.