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Cherry Tree Wealth Management’s DXC Technology DXC Stock Holding History

Cherry Tree Wealth Management’s Portfolio DXC Stock Details DXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16
Closed -$332 – 646
2024
Q3 		$332 Hold
16
– – ﹤0.01% 601
2024
Q2 		$306 Hold
16
– – ﹤0.01% 584
2024
Q1 		$340 Hold
16
– – ﹤0.01% 581
2023
Q4 		$366 Hold
16
– – ﹤0.01% 576
2023
Q3 		$334 Hold
16
– – ﹤0.01% 569
2023
Q2 		$428 Buy
+16
New +$398 ﹤0.01% 569

Other funds holding DXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cherry Tree Wealth Management's DXC Position: Q4 2024 in Review

Cherry Tree Wealth Management sold out of DXC Technology (DXC) in Q4 2024, closing a stake of 16 shares — an estimated $332 sold.

Cherry Tree Wealth Management first reported a position in DXC in Q2 2023 and held it in 6 quarters. The position peaked at $428 in Q2 2023. 430 funds tracked by Wall St. Rank hold DXC as of Q4 2024.

  • Cherry Tree Wealth Management reported no remaining DXC Technology position as of Q4 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 16 DXC Technology shares in Q4 2024, an estimated $332.
  • Cherry Tree Wealth Management first reported a position in DXC Technology in Q2 2023 and held it in 6 quarters.
  • Cherry Tree Wealth Management's DXC Technology position peaked at $428 in Q2 2023.
  • 430 funds tracked by Wall St. Rank held DXC Technology as of Q4 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.