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Insight Wealth Strategies’s Danaher DHR Stock Holding History

Insight Wealth Strategies’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
Q2 		– Sell
-1,157
Closed -$231K – 200
2021
Q1 		$231K Sell
1,157
-13
-1% -$2.64K 0.03% 205
2020
Q4 		$230K Sell
1,170
-43
-4% -$8.62K 0.04% 202
2020
Q3 		$231K Buy
+1,213
New +$216K 0.04% 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
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

Insight Wealth Strategies's DHR Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Danaher (DHR) in Q2 2021, closing a stake of 1,157 shares — an estimated $231K sold.

Insight Wealth Strategies first reported a position in DHR in Q3 2020 and held it in 3 quarters. The position peaked at $231K in Q1 2021. 1,817 funds tracked by Wall St. Rank hold DHR as of Q2 2021.

  • Insight Wealth Strategies reported no remaining Danaher position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 1,157 Danaher shares in Q2 2021, an estimated $231K.
  • Insight Wealth Strategies first reported a position in Danaher in Q3 2020 and held it in 3 quarters.
  • Insight Wealth Strategies's Danaher position peaked at $231K in Q1 2021.
  • 1,817 funds tracked by Wall St. Rank held Danaher as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.