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Visionary Wealth Advisors’s Danaher DHR Stock Holding History

Visionary 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
2023
Q2 		– Sell
-902
Closed -$202K – 468
2023
Q1 		$202K Buy
902
+11
+1% +$2.5K 0.02% 423
2022
Q4 		$210K Buy
+891
New +$207K 0.02% 384
2022
Q3 		– Sell
-1,060
Closed -$238K – 415
2022
Q2 		$238K Buy
+1,060
New +$244K 0.02% 362
2021
Q2 		– Sell
-1,076
Closed -$215K – 341
2021
Q1 		$215K Buy
+1,076
New +$219K 0.02% 298

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

Visionary Wealth Advisors's DHR Position: Q2 2023 in Review

Visionary Wealth Advisors sold out of Danaher (DHR) in Q2 2023, closing a stake of 902 shares — an estimated $202K sold.

Visionary Wealth Advisors first reported a position in DHR in Q1 2021 and held it in 4 quarters. The position peaked at $238K in Q2 2022. 2,068 funds tracked by Wall St. Rank hold DHR as of Q2 2023.

  • Visionary Wealth Advisors reported no remaining Danaher position as of Q2 2023 after selling out during the quarter.
  • Visionary Wealth Advisors sold 902 Danaher shares in Q2 2023, an estimated $202K.
  • Visionary Wealth Advisors first reported a position in Danaher in Q1 2021 and held it in 4 quarters.
  • Visionary Wealth Advisors's Danaher position peaked at $238K in Q2 2022.
  • 2,068 funds tracked by Wall St. Rank held Danaher as of Q2 2023.

Based on Visionary Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.