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TruWealth Advisors’s Danaher DHR Stock Holding History

TruWealth 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
2023
Q2 		– Sell
-1,798
Closed -$402K – 151
2023
Q1 		$402K Buy
1,798
+176
+11% +$40K 0.04% 99
2022
Q4 		$382K Buy
1,622
+261
+19% +$60.5K 0.04% 99
2022
Q3 		$312K Buy
+1,361
New +$333K 0.03% 97

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

TruWealth Advisors's DHR Position: Q2 2023 in Review

TruWealth Advisors sold out of Danaher (DHR) in Q2 2023, closing a stake of 1,798 shares — an estimated $402K sold.

TruWealth Advisors first reported a position in DHR in Q3 2022 and held it in 3 quarters. The position peaked at $402K in Q1 2023. 2,067 funds tracked by Wall St. Rank hold DHR as of Q2 2023.

  • TruWealth Advisors reported no remaining Danaher position as of Q2 2023 after selling out during the quarter.
  • TruWealth Advisors sold 1,798 Danaher shares in Q2 2023, an estimated $402K.
  • TruWealth Advisors first reported a position in Danaher in Q3 2022 and held it in 3 quarters.
  • TruWealth Advisors's Danaher position peaked at $402K in Q1 2023.
  • 2,067 funds tracked by Wall St. Rank held Danaher as of Q2 2023.

Based on TruWealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.