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Consilium Wealth Advisory’s DXC Technology DXC Stock Holding History

Consilium Wealth Advisory’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
2022
Q3 		– Sell
-30,201
Closed -$915K – 70
2022
Q2 		$915K Buy
30,201
+456
+2% +$14.1K 0.99% 28
2022
Q1 		$971K Sell
29,745
-1,138
-4% -$37.6K 0.7% 32
2021
Q4 		$994K Buy
+30,883
New +$1.01M 0.64% 35

Other funds holding DXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Consilium Wealth Advisory's DXC Position: Q3 2022 in Review

Consilium Wealth Advisory sold out of DXC Technology (DXC) in Q3 2022, closing a stake of 30,201 shares — an estimated $915K sold.

Consilium Wealth Advisory first reported a position in DXC in Q4 2021 and held it in 3 quarters. The position peaked at $994K in Q4 2021. 503 funds tracked by Wall St. Rank hold DXC as of Q3 2022.

  • Consilium Wealth Advisory reported no remaining DXC Technology position as of Q3 2022 after selling out during the quarter.
  • Consilium Wealth Advisory sold 30,201 DXC Technology shares in Q3 2022, an estimated $915K.
  • Consilium Wealth Advisory first reported a position in DXC Technology in Q4 2021 and held it in 3 quarters.
  • Consilium Wealth Advisory's DXC Technology position peaked at $994K in Q4 2021.
  • 503 funds tracked by Wall St. Rank held DXC Technology as of Q3 2022.

Based on Consilium Wealth Advisory's 13F filing for Q3 2022, filed 12 Oct 2022.