RGT Wealth Advisors’s Danaher DHR Stock Holding History

RGT 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
2022 Q3	$495K	Sell	2,160 -531	-20%	-$130K	0.08%	39
2022 Q2	$605K	Sell	2,691 -313	-10%	-$72.1K	0.1%	44
2022 Q1	$781K	Sell	3,004 -592	-16%	-$148K	0.12%	45
2021 Q4	$1.05M	Buy	3,596 +88	+3%	+$24.2K	0.16%	36
2021 Q3	$947K	Hold	3,508	–	–	0.19%	16
2021 Q2	$835K	Sell	3,508 -47	-1%	-$10.4K	0.15%	17
2021 Q1	$709K	Sell	3,555 -651	-15%	-$132K	0.14%	18
2020 Q4	$828K	Buy	4,206 +1,494	+55%	+$300K	0.17%	15
2020 Q3	$518K	Buy	2,712 +89	+3%	+$15.8K	0.13%	15
2020 Q2	$411K	Sell	2,623 -1,020	-28%	-$146K	0.12%	19
2020 Q1	$447K	Buy	3,643 +178	+5%	+$24K	0.29%	19
2019 Q4	$471K	Hold	3,465	–	–	1.42%	21
2019 Q3	$444K	Hold	3,465	–	–	1.29%	22
2019 Q2	$439K	Buy	+3,465	New	+$410K	1.38%	20

Other funds holding DHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RGT Wealth Advisors's DHR Position: Q3 2022 in Review

RGT Wealth Advisors reduced its Danaher (DHR) stake by 20% in Q3 2022, selling an estimated $130K and leaving 2,160 shares worth $495K. The position accounts for 0.08% of the portfolio, ranked #39.

RGT Wealth Advisors first reported a position in DHR in Q2 2019 and has held it in 14 quarters since. The position peaked at $1.05M in Q4 2021. 2,029 funds tracked by Wall St. Rank hold DHR as of Q3 2022.

RGT Wealth Advisors held 2,160 shares of Danaher worth $495K as of Q3 2022.
RGT Wealth Advisors sold 531 Danaher shares in Q3 2022, an estimated $130K.
Danaher made up 0.08% of RGT Wealth Advisors's portfolio in Q3 2022, its #39 holding.
RGT Wealth Advisors first reported a position in Danaher in Q2 2019 and has held it in 14 quarters since.
RGT Wealth Advisors's Danaher position peaked at $1.05M in Q4 2021.
2,029 funds tracked by Wall St. Rank held Danaher as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.