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Windsor Wealth Management’s DexCom DXCM Stock Holding History

Windsor 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
2022
Q1 		– Sell
-2,540
Closed -$325K – 234
2021
Q4 		$325K Sell
2,540
-12
-0.5% -$1.72K 0.06% 183
2021
Q3 		$351K Buy
2,552
+52
+2% +$6.56K 0.07% 170
2021
Q2 		$267K Buy
+2,500
New +$240K 0.06% 187

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Windsor Wealth Management's DXCM Position: Q1 2022 in Review

Windsor Wealth Management sold out of DexCom (DXCM) in Q1 2022, closing a stake of 2,540 shares — an estimated $325K sold.

Windsor Wealth Management first reported a position in DXCM in Q2 2021 and held it in 3 quarters. The position peaked at $351K in Q3 2021. 861 funds tracked by Wall St. Rank hold DXCM as of Q1 2022.

  • Windsor Wealth Management reported no remaining DexCom position as of Q1 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 2,540 DexCom shares in Q1 2022, an estimated $325K.
  • Windsor Wealth Management first reported a position in DexCom in Q2 2021 and held it in 3 quarters.
  • Windsor Wealth Management's DexCom position peaked at $351K in Q3 2021.
  • 861 funds tracked by Wall St. Rank held DexCom as of Q1 2022.

Based on Windsor Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.