RKL Wealth Management’s Dentsply Sirona XRAY Stock Holding History

RKL 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
2017 Q1	–	Sell	-17,317	Closed	-$1M	–	120
2016 Q4	$1M	Buy	+17,317	New	+$1.02M	0.48%	50
2016 Q3	–	Sell	-3,574	Closed	-$227K	–	78
2016 Q2	$227K	Sell	3,574 -3,075	-46%	-$189K	0.12%	69
2016 Q1	$410K	Buy	6,649 +99	+2%	+$5.83K	0.24%	48
2015 Q4	$399	Hold	6,550	–	–	0.19%	40
2015 Q3	$331K	Hold	6,550	–	–	0.21%	43
2015 Q2	$338K	Hold	6,550	–	–	0.2%	44
2015 Q1	$333K	Hold	6,550	–	–	0.2%	48
2014 Q4	$349K	Hold	6,550	–	–	0.23%	48
2014 Q3	$299K	Hold	6,550	–	–	0.21%	51
2014 Q2	$310K	Hold	6,550	–	–	0.23%	49
2014 Q1	$302K	Buy	+6,550	New	+$303K	0.23%	51

Other funds holding XRAY

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

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

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return