Transform Wealth’s Dentsply Sirona XRAY Stock Holding History

Transform Wealth’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
2018 Q1	–	Sell	-8,365	Closed	-$551K	–	258
2017 Q4	$551K	Hold	8,365	–	–	0.1%	181
2017 Q3	$500K	Buy	+8,365	New	+$497K	0.17%	147
2017 Q2	–	Sell	-7,765	Closed	-$485K	–	199
2017 Q1	$485K	Hold	7,765	–	–	0.18%	151
2016 Q4	$448K	Buy	7,765 +950	+14%	+$56.1K	0.18%	156
2016 Q3	$405K	Buy	6,815 +2,650	+64%	+$163K	0.17%	154
2016 Q2	$258K	Buy	+4,165	New	+$256K	0.11%	185

Other funds holding XRAY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JSP

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Transform Wealth's XRAY Position: Q1 2018 in Review

Transform Wealth sold out of Dentsply Sirona (XRAY) in Q1 2018, closing a stake of 8,365 shares — an estimated $551K sold.

Transform Wealth first reported a position in XRAY in Q2 2016 and held it in 6 quarters. The position peaked at $551K in Q4 2017. 566 funds tracked by Wall St. Rank hold XRAY as of Q1 2018.

Transform Wealth reported no remaining Dentsply Sirona position as of Q1 2018 after selling out during the quarter.
Transform Wealth sold 8,365 Dentsply Sirona shares in Q1 2018, an estimated $551K.
Transform Wealth first reported a position in Dentsply Sirona in Q2 2016 and held it in 6 quarters.
Transform Wealth's Dentsply Sirona position peaked at $551K in Q4 2017.
566 funds tracked by Wall St. Rank held Dentsply Sirona as of Q1 2018.

Based on Transform Wealth's 13F filing for Q1 2018, filed 3 May 2018.