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Personal Wealth Partners’s Danaher DHR Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-34
Closed -$8K – 166
2021
Q2 		$8K Buy
+34
New +$7.54K ﹤0.01% 285
2020
Q1 		– Sell
-34
Closed -$5K – 199
2019
Q4 		$5K Hold
34
– – ﹤0.01% 269
2019
Q3 		$4K Buy
+34
New +$4.26K ﹤0.01% 288

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Personal Wealth Partners's DHR Position: Q3 2021 in Review

Personal Wealth Partners sold out of Danaher (DHR) in Q3 2021, closing a stake of 34 shares — an estimated $8K sold.

Personal Wealth Partners first reported a position in DHR in Q3 2019 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 1,894 funds tracked by Wall St. Rank hold DHR as of Q3 2021.

  • Personal Wealth Partners reported no remaining Danaher position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 34 Danaher shares in Q3 2021, an estimated $8K.
  • Personal Wealth Partners first reported a position in Danaher in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Danaher position peaked at $8K in Q2 2021.
  • 1,894 funds tracked by Wall St. Rank held Danaher as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.