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CLA (CliftonLarsonAllen) Wealth Advisors’s Danaher DHR Stock Holding History

CLA (CliftonLarsonAllen) 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
2021
Q4 		– Sell
-1,239
Closed -$334K – 201
2021
Q3 		$334K Buy
1,239
+9
+0.7% +$2.45K 0.01% 261
2021
Q2 		$293K Buy
+1,230
New +$273K 0.01% 271
2015
Q3 		– Sell
-3,920
Closed -$226K – 118
2015
Q2 		$226K Buy
+3,920
New +$225K 0.05% 146

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's DHR Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Danaher (DHR) in Q4 2021, closing a stake of 1,239 shares — an estimated $334K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in DHR in Q2 2015 and held it in 3 quarters. The position peaked at $334K in Q3 2021. 2,080 funds tracked by Wall St. Rank hold DHR as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Danaher position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,239 Danaher shares in Q4 2021, an estimated $334K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Danaher in Q2 2015 and held it in 3 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Danaher position peaked at $334K in Q3 2021.
  • 2,080 funds tracked by Wall St. Rank held Danaher as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.