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Bright Futures Wealth Management’s Dell DELL Stock Holding History

Bright Futures Wealth Management’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
2024
Q4 		– Sell
-3,399
Closed -$440K – 151
2024
Q3 		$440K Buy
3,399
+843
+33% +$98.2K 0.21% 129
2024
Q2 		$261K Buy
+2,556
New +$343K 0.14% 169

Other funds holding DELL

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bright Futures Wealth Management's DELL Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Dell (DELL) in Q4 2024, closing a stake of 3,399 shares — an estimated $440K sold.

Bright Futures Wealth Management first reported a position in DELL in Q2 2024 and held it in 2 quarters. The position peaked at $440K in Q3 2024. 1,305 funds tracked by Wall St. Rank hold DELL as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Dell position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 3,399 Dell shares in Q4 2024, an estimated $440K.
  • Bright Futures Wealth Management first reported a position in Dell in Q2 2024 and held it in 2 quarters.
  • Bright Futures Wealth Management's Dell position peaked at $440K in Q3 2024.
  • 1,305 funds tracked by Wall St. Rank held Dell as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.