GWM
XRAY icon

Gupta Wealth Management’s Dentsply Sirona XRAY Stock Holding History

Gupta Wealth Management’s Portfolio XRAY Stock Details XRAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$52K Buy
+849
New +$50K 0.01% 437
2015
Q3 		– Sell
-3,179
Closed -$164K – 1361
2015
Q2 		$164K Hold
3,179
– – 0.04% 281
2015
Q1 		$162K Buy
+3,179
New +$164K 0.05% 248

Other funds holding XRAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Gupta Wealth Management's XRAY Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Dentsply Sirona (XRAY) in Q1 2016: 849 shares worth $52K. The stake represents 0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in XRAY as recently as Q2 2015.

Gupta Wealth Management first reported a position in XRAY in Q1 2015 and has held it in 3 quarters since. The position peaked at $164K in Q2 2015. 539 funds tracked by Wall St. Rank hold XRAY as of Q1 2016.

  • Gupta Wealth Management held 849 shares of Dentsply Sirona worth $52K as of Q1 2016.
  • Dentsply Sirona was a new Gupta Wealth Management position in Q1 2016.
  • Dentsply Sirona made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #437 holding.
  • Gupta Wealth Management first reported a position in Dentsply Sirona in Q1 2015 and has held it in 3 quarters since.
  • Gupta Wealth Management's Dentsply Sirona position peaked at $164K in Q2 2015.
  • 539 funds tracked by Wall St. Rank held Dentsply Sirona as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.