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YorkBridge Wealth Partners’s DexCom DXCM Stock Holding History

YorkBridge Wealth Partners’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
2017
Q4 		– Sell
-400
Closed -$5K – 879
2017
Q3 		$5K Hold
400
– – ﹤0.01% 707
2017
Q2 		$7K Buy
+400
New +$7.39K ﹤0.01% 673

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Wellington Management Group
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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

YorkBridge Wealth Partners's DXCM Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of DexCom (DXCM) in Q4 2017, closing a stake of 400 shares — an estimated $5K sold.

YorkBridge Wealth Partners first reported a position in DXCM in Q2 2017 and held it in 2 quarters. The position peaked at $7K in Q2 2017. 273 funds tracked by Wall St. Rank hold DXCM as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining DexCom position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 400 DexCom shares in Q4 2017, an estimated $5K.
  • YorkBridge Wealth Partners first reported a position in DexCom in Q2 2017 and held it in 2 quarters.
  • YorkBridge Wealth Partners's DexCom position peaked at $7K in Q2 2017.
  • 273 funds tracked by Wall St. Rank held DexCom as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.