DWA
VAR

Dougherty Wealth Advisers’s Varian Medical Systems, Inc. VAR Stock Holding History

Dougherty Wealth Advisers’s Portfolio VAR Stock Details VAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-212
Closed -$29K – 229
2019
Q2 		$29K Hold
212
– – 0.08% 160
2019
Q1 		$30K Hold
212
– – 0.1% 138
2018
Q4 		$28K Buy
+212
New +$24.2K 0.09% 143

Other funds holding VAR

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dougherty Wealth Advisers's VAR Position: Q3 2019 in Review

Dougherty Wealth Advisers sold out of Varian Medical Systems, Inc. (VAR) in Q3 2019, closing a stake of 212 shares — an estimated $29K sold.

Dougherty Wealth Advisers first reported a position in VAR in Q4 2018 and held it in 3 quarters. The position peaked at $30K in Q1 2019. 562 funds tracked by Wall St. Rank hold VAR as of Q3 2019.

  • Dougherty Wealth Advisers reported no remaining Varian Medical Systems, Inc. position as of Q3 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 212 Varian Medical Systems, Inc. shares in Q3 2019, an estimated $29K.
  • Dougherty Wealth Advisers first reported a position in Varian Medical Systems, Inc. in Q4 2018 and held it in 3 quarters.
  • Dougherty Wealth Advisers's Varian Medical Systems, Inc. position peaked at $30K in Q1 2019.
  • 562 funds tracked by Wall St. Rank held Varian Medical Systems, Inc. as of Q3 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2019, filed 12 Nov 2019.