Curi Wealth Management’s Dell DELL Stock Holding History

Curi 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
2022 Q3	–	Sell	-59	Closed	-$3K	–	314
2022 Q2	$3K	Hold	59	–	–	﹤0.01%	487
2022 Q1	$2K	Buy	+59	New	+$3.29K	﹤0.01%	449

Other funds holding DELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curi Wealth Management's DELL Position: Q3 2022 in Review

Curi Wealth Management sold out of Dell (DELL) in Q3 2022, closing a stake of 59 shares — an estimated $3K sold.

Curi Wealth Management first reported a position in DELL in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 631 funds tracked by Wall St. Rank hold DELL as of Q3 2022.

Curi Wealth Management reported no remaining Dell position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 59 Dell shares in Q3 2022, an estimated $3K.
Curi Wealth Management first reported a position in Dell in Q1 2022 and held it in 2 quarters.
Curi Wealth Management's Dell position peaked at $3K in Q2 2022.
631 funds tracked by Wall St. Rank held Dell as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.