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Amplius Wealth Advisors’s Danaher DHR Stock Holding History

Amplius Wealth Advisors’s Portfolio DHR Stock Details DHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-825
Closed -$229K – 182
2024
Q3 		$229K Buy
825
+11
+1% +$2.91K 0.03% 160
2024
Q2 		$203K Buy
814
+8
+1% +$2.02K 0.02% 162
2024
Q1 		$201K Buy
+806
New +$197K 0.02% 174
2023
Q4 		– Sell
-915
Closed -$201K – 174
2023
Q3 		$201K Buy
+915
New +$204K 0.03% 153
2022
Q2 		– Sell
-928
Closed -$241K – 181
2022
Q1 		$241K Sell
928
-9
-1% -$2.25K 0.04% 154
2021
Q4 		$273K Buy
+937
New +$258K 0.04% 162

Other funds holding DHR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Amplius Wealth Advisors's DHR Position: Q4 2024 in Review

Amplius Wealth Advisors sold out of Danaher (DHR) in Q4 2024, closing a stake of 825 shares — an estimated $229K sold.

Amplius Wealth Advisors first reported a position in DHR in Q4 2021 and held it in 6 quarters. The position peaked at $273K in Q4 2021. 2,312 funds tracked by Wall St. Rank hold DHR as of Q4 2024.

  • Amplius Wealth Advisors reported no remaining Danaher position as of Q4 2024 after selling out during the quarter.
  • Amplius Wealth Advisors sold 825 Danaher shares in Q4 2024, an estimated $229K.
  • Amplius Wealth Advisors first reported a position in Danaher in Q4 2021 and held it in 6 quarters.
  • Amplius Wealth Advisors's Danaher position peaked at $273K in Q4 2021.
  • 2,312 funds tracked by Wall St. Rank held Danaher as of Q4 2024.

Based on Amplius Wealth Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.