GWMIA
DHR icon

Global Wealth Management Investment Advisory’s Danaher DHR Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-29
Closed -$6K – 471
2020
Q4 		$6K Buy
29
+12
+71% +$2.41K ﹤0.01% 319
2020
Q3 		$3K Hold
17
– – ﹤0.01% 362
2020
Q2 		$3K Sell
17
-10
-37% -$1.44K ﹤0.01% 475
2020
Q1 		$3K Buy
+27
New +$3.64K ﹤0.01% 461

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Wealth Management Investment Advisory's DHR Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of Danaher (DHR) in Q1 2021, closing a stake of 29 shares — an estimated $6K sold.

Global Wealth Management Investment Advisory first reported a position in DHR in Q1 2020 and held it in 4 quarters. The position peaked at $6K in Q4 2020. 1,774 funds tracked by Wall St. Rank hold DHR as of Q1 2021.

  • Global Wealth Management Investment Advisory reported no remaining Danaher position as of Q1 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 29 Danaher shares in Q1 2021, an estimated $6K.
  • Global Wealth Management Investment Advisory first reported a position in Danaher in Q1 2020 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Danaher position peaked at $6K in Q4 2020.
  • 1,774 funds tracked by Wall St. Rank held Danaher as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.