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San Luis Wealth Advisors’s Danaher DHR Stock Holding History

San Luis 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
Q2 		– Sell
-4,260
Closed -$1.24M – 163
2022
Q1 		$1.24M Buy
+4,260
New +$1.07M 0.61% 38

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

San Luis Wealth Advisors's DHR Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Danaher (DHR) in Q2 2022, closing a stake of 4,260 shares — an estimated $1.24M sold.

San Luis Wealth Advisors first reported a position in DHR in Q1 2022 and held it in 1 quarter. The position peaked at $1.24M in Q1 2022. 2,010 funds tracked by Wall St. Rank hold DHR as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Danaher position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 4,260 Danaher shares in Q2 2022, an estimated $1.24M.
  • San Luis Wealth Advisors first reported a position in Danaher in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Danaher position peaked at $1.24M in Q1 2022.
  • 2,010 funds tracked by Wall St. Rank held Danaher as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.