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Williams Jones Wealth Management’s DexCom DXCM Stock Holding History

Williams Jones Wealth 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
2024
Q3 		– Sell
-23,758
Closed -$2.69M – 546
2024
Q2 		$2.69M Buy
23,758
+170
+0.7% +$21.5K 0.03% 172
2024
Q1 		$3.27M Buy
23,588
+2,350
+11% +$295K 0.04% 153
2023
Q4 		$2.64M Sell
21,238
-371
-2% -$37.9K 0.04% 168
2023
Q3 		$2.02M Buy
21,609
+5,044
+30% +$569K 0.03% 194
2023
Q2 		$2.13M Buy
16,565
+2,110
+15% +$255K 0.03% 192
2023
Q1 		$1.68M Sell
14,455
-1,835
-11% -$205K 0.03% 222
2022
Q4 		$1.84M Sell
16,290
-57
-0.3% -$6.26K 0.03% 207
2022
Q3 		$1.32M Sell
16,347
-1,014
-6% -$85.9K 0.02% 240
2022
Q2 		$1.29M Sell
17,361
-26,963
-61% -$2.46M 0.02% 250
2022
Q1 		$5.67M Sell
44,324
-9,472
-18% -$1.04M 0.08% 137
2021
Q4 		$7.22M Buy
53,796
+20,872
+63% +$3M 0.09% 120
2021
Q3 		$4.5M Buy
+32,924
New +$4.15M 0.06% 145

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
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 $167B AUM 44.17% 1-Year Est. Return

Williams Jones Wealth Management's DXCM Position: Q3 2024 in Review

Williams Jones Wealth Management sold out of DexCom (DXCM) in Q3 2024, closing a stake of 23,758 shares — an estimated $2.69M sold.

Williams Jones Wealth Management first reported a position in DXCM in Q3 2021 and held it in 12 quarters. The position peaked at $7.22M in Q4 2021. 890 funds tracked by Wall St. Rank hold DXCM as of Q3 2024.

  • Williams Jones Wealth Management reported no remaining DexCom position as of Q3 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 23,758 DexCom shares in Q3 2024, an estimated $2.69M.
  • Williams Jones Wealth Management first reported a position in DexCom in Q3 2021 and held it in 12 quarters.
  • Williams Jones Wealth Management's DexCom position peaked at $7.22M in Q4 2021.
  • 890 funds tracked by Wall St. Rank held DexCom as of Q3 2024.

Based on Williams Jones Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.