First Personal Financial Services’s Dell DELL Stock Holding History

First Personal Financial Services’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 Q3	$593	Buy	+5	New	+$582	﹤0.01%	382
2024 Q1	–	Sell	-67	Closed	-$5.13K	–	376
2023 Q4	$5.13K	Hold	67	–	–	﹤0.01%	335
2023 Q3	$4.62K	Hold	67	–	–	﹤0.01%	342
2023 Q2	$3.63K	Hold	67	–	–	﹤0.01%	345
2023 Q1	$2.69K	Hold	67	–	–	﹤0.01%	379
2022 Q4	$2.69K	Hold	67	–	–	﹤0.01%	368
2022 Q3	$2K	Hold	67	–	–	﹤0.01%	407
2022 Q2	$3K	Hold	67	–	–	﹤0.01%	314
2022 Q1	$3K	Buy	+67	New	+$3.74K	﹤0.01%	319
2018 Q2	–	Sell	-477	Closed	-$10K	–	725
2018 Q1	$10K	Hold	477	–	–	﹤0.01%	783
2017 Q4	$11K	Hold	477	–	–	﹤0.01%	760
2017 Q3	$10K	Hold	477	–	–	﹤0.01%	701
2017 Q2	$8K	Hold	477	–	–	﹤0.01%	740
2017 Q1	$9K	Hold	477	–	–	﹤0.01%	724
2016 Q4	$7K	Buy	+477	New	+$6.84K	﹤0.01%	778

Other funds holding DELL

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

First Personal Financial Services's DELL Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Dell (DELL) in Q3 2024: 5 shares worth $593. The stake represents ﹤0.01% of the portfolio and ranks #382 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in DELL as recently as Q4 2023.

First Personal Financial Services first reported a position in DELL in Q4 2016 and has held it in 15 quarters since. The position peaked at $11K in Q4 2017. 1,229 funds tracked by Wall St. Rank hold DELL as of Q3 2024.

First Personal Financial Services held 5 shares of Dell worth $593 as of Q3 2024.
Dell was a new First Personal Financial Services position in Q3 2024.
Dell made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #382 holding.
First Personal Financial Services first reported a position in Dell in Q4 2016 and has held it in 15 quarters since.
First Personal Financial Services's Dell position peaked at $11K in Q4 2017.
1,229 funds tracked by Wall St. Rank held Dell as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.