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Financial Synergies Wealth Advisors’s Danaher DHR Stock Holding History

Financial Synergies 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
Q2 		– Sell
-78
Closed -$19.5K – 163
2024
Q1 		$19.5K Buy
+78
New +$19K ﹤0.01% 199
2023
Q4 		– Sell
-88
Closed -$19.4K – 484
2023
Q3 		$19.4K Hold
88
– – ﹤0.01% 180
2023
Q2 		$18.7K Buy
+88
New +$18.6K ﹤0.01% 180

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Synergies Wealth Advisors's DHR Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Danaher (DHR) in Q2 2024, closing a stake of 78 shares — an estimated $19.5K sold.

Financial Synergies Wealth Advisors first reported a position in DHR in Q2 2023 and held it in 3 quarters. The position peaked at $19.5K in Q1 2024. 2,174 funds tracked by Wall St. Rank hold DHR as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Danaher position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 78 Danaher shares in Q2 2024, an estimated $19.5K.
  • Financial Synergies Wealth Advisors first reported a position in Danaher in Q2 2023 and held it in 3 quarters.
  • Financial Synergies Wealth Advisors's Danaher position peaked at $19.5K in Q1 2024.
  • 2,174 funds tracked by Wall St. Rank held Danaher as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.