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WealthPlan Investment Management’s DexCom DXCM Stock Holding History

WealthPlan Investment Management’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
Q3 		– Sell
-160
Closed -$20.6K – 210
2023
Q2 		$20.6K Buy
+160
New +$19.4K 0.01% 239

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthPlan Investment Management's DXCM Position: Q3 2023 in Review

WealthPlan Investment Management sold out of DexCom (DXCM) in Q3 2023, closing a stake of 160 shares — an estimated $20.6K sold.

WealthPlan Investment Management first reported a position in DXCM in Q2 2023 and held it in 1 quarter. The position peaked at $20.6K in Q2 2023. 903 funds tracked by Wall St. Rank hold DXCM as of Q3 2023.

  • WealthPlan Investment Management reported no remaining DexCom position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 160 DexCom shares in Q3 2023, an estimated $20.6K.
  • WealthPlan Investment Management first reported a position in DexCom in Q2 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's DexCom position peaked at $20.6K in Q2 2023.
  • 903 funds tracked by Wall St. Rank held DexCom as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.