BDO Wealth Advisors’s Dell DELL Stock Holding History

BDO Wealth Advisors’s Portfolio DELL Stock Details DELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$37.9K	Hold	700	–	–	﹤0.01%	479
2023 Q1	$28.1K	Buy	+700	New	+$28.2K	﹤0.01%	527
2019 Q2	–	Sell	-170	Closed	-$5K	–	623
2019 Q1	$5K	Buy	+170	New	+$4.48K	﹤0.01%	464
2018 Q4	–	Sell	-171	Closed	-$5K	–	564
2018 Q3	$5K	Hold	171	–	–	﹤0.01%	497
2018 Q2	$4K	Buy	+171	New	+$3.78K	﹤0.01%	518
2017 Q3	–	Sell	-39	Closed	-$1K	–	459
2017 Q2	$1K	Buy	+39	New	+$714	﹤0.01%	538

Other funds holding DELL

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

BDO Wealth Advisors's DELL Position: Q2 2023 in Review

BDO Wealth Advisors held its Dell (DELL) position steady in Q2 2023 at 700 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

BDO Wealth Advisors first reported a position in DELL in Q2 2017 and has held it in 6 quarters since. 719 funds tracked by Wall St. Rank hold DELL as of Q2 2023.

BDO Wealth Advisors held 700 shares of Dell worth $37.9K as of Q2 2023.
BDO Wealth Advisors left its Dell share count unchanged in Q2 2023.
Dell made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #479 holding.
BDO Wealth Advisors first reported a position in Dell in Q2 2017 and has held it in 6 quarters since.
719 funds tracked by Wall St. Rank held Dell as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.