WA
DXCM icon

Wealth Alliance’s DexCom DXCM Stock Holding History

Wealth Alliance’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
-4,550
Closed -$425K – 517
2023
Q3 		$425K Sell
4,550
-870
-16% -$98.1K 0.07% 264
2023
Q2 		$697K Sell
5,420
-33
-0.6% -$3.99K 0.1% 195
2023
Q1 		$634K Sell
5,453
-45
-0.8% -$5.04K 0.1% 205
2022
Q4 		$623K Buy
5,498
+1,494
+37% +$164K 0.11% 200
2022
Q3 		$322K Buy
4,004
+288
+8% +$24.4K 0.06% 306
2022
Q2 		$277K Buy
3,716
+320
+9% +$29.2K 0.05% 345
2022
Q1 		$434K Buy
3,396
+668
+24% +$73.1K 0.09% 244
2021
Q4 		$366K Buy
2,728
+240
+10% +$34.5K 0.07% 290
2021
Q3 		$341K Buy
2,488
+368
+17% +$46.4K 0.08% 291
2021
Q2 		$226K Buy
+2,120
New +$204K 0.05% 387

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Alliance's DXCM Position: Q4 2023 in Review

Wealth Alliance sold out of DexCom (DXCM) in Q4 2023, closing a stake of 4,550 shares — an estimated $425K sold.

Wealth Alliance first reported a position in DXCM in Q2 2021 and held it in 10 quarters. The position peaked at $697K in Q2 2023. 974 funds tracked by Wall St. Rank hold DXCM as of Q4 2023.

  • Wealth Alliance reported no remaining DexCom position as of Q4 2023 after selling out during the quarter.
  • Wealth Alliance sold 4,550 DexCom shares in Q4 2023, an estimated $425K.
  • Wealth Alliance first reported a position in DexCom in Q2 2021 and held it in 10 quarters.
  • Wealth Alliance's DexCom position peaked at $697K in Q2 2023.
  • 974 funds tracked by Wall St. Rank held DexCom as of Q4 2023.

Based on Wealth Alliance's 13F filing for Q4 2023, filed 30 Jan 2024.