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XRAY icon

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

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GIM
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Viking Global Investors
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State Street
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VAM
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ClearBridge Investments
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JSP
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return