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WAM
Wealthspire Advisors (Maryland)’s
DexCom
DXCM
Stock Holding History
Wealthspire Advisors (Maryland)’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
2019
Q2
–
Sell
-584
Closed
-$17K
–
888
2019
Q1
$17K
Sell
584
-24
-4%
-$843
﹤0.01%
1334
2018
Q4
$18K
Buy
608
+12
+2%
+$381
﹤0.01%
1238
2018
Q3
$21K
Buy
596
+116
+24%
+$3.6K
﹤0.01%
1290
2018
Q2
$11K
Buy
480
+84
+21%
+$1.78K
﹤0.01%
1495
2018
Q1
$7K
Buy
396
+240
+154%
+$3.55K
﹤0.01%
1673
2017
Q4
$2K
Sell
156
-332
-68%
-$4.32K
﹤0.01%
2108
2017
Q3
$6K
Sell
488
-128
-21%
-$2.26K
﹤0.01%
1726
2017
Q2
$11K
Buy
616
+580
+1,611%
+$10.7K
﹤0.01%
1487
2017
Q1
$1K
Buy
+36
New
+$703
﹤0.01%
1789
2016
Q4
–
Sell
-72
Closed
-$2K
–
1764
2016
Q3
$2K
Buy
+72
New
+$1.6K
﹤0.01%
1539
2016
Q1
–
Sell
-320
Closed
-$7K
–
1766
2015
Q4
$7K
Buy
+320
New
+$6.66K
﹤0.01%
1268
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1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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