Beacon Pointe Wealth Advisors’s Danaher DHR Stock Holding History

Beacon Pointe 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
2019 Q4	$225K	Buy	+1,656	New	+$209K	0.04%	240
2019 Q3	–	Sell	-2,768	Closed	-$351K	–	267
2019 Q2	$351K	Buy	2,768 +623	+29%	+$73.8K	0.07%	195
2019 Q1	$252K	Sell	2,145 -499	-19%	-$51.2K	0.06%	226
2018 Q4	$242K	Buy	+2,644	New	+$240K	0.09%	194

Other funds holding DHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Wealth Advisors's DHR Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors opened a new position in Danaher (DHR) in Q4 2019: 1,656 shares worth $225K. The stake represents 0.04% of the portfolio and ranks #240 among its holdings. This is a return to the name: Beacon Pointe Wealth Advisors previously reported a position in DHR as recently as Q2 2019.

Beacon Pointe Wealth Advisors first reported a position in DHR in Q4 2018 and has held it in 4 quarters since. The position peaked at $351K in Q2 2019. 1,514 funds tracked by Wall St. Rank hold DHR as of Q4 2019.

Beacon Pointe Wealth Advisors held 1,656 shares of Danaher worth $225K as of Q4 2019.
Danaher was a new Beacon Pointe Wealth Advisors position in Q4 2019.
Danaher made up 0.04% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #240 holding.
Beacon Pointe Wealth Advisors first reported a position in Danaher in Q4 2018 and has held it in 4 quarters since.
Beacon Pointe Wealth Advisors's Danaher position peaked at $351K in Q2 2019.
1,514 funds tracked by Wall St. Rank held Danaher as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.