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Forum Financial Management’s DXC Technology DXC Stock Holding History

Forum Financial 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
2022
Q3 		– Sell
-7,441
Closed -$226K – 562
2022
Q2 		$226K Hold
7,441
– – 0.01% 460
2022
Q1 		$242K Hold
7,441
– – 0.01% 485
2021
Q4 		$240K Buy
+7,441
New +$242K 0.01% 528

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 $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's DXC Position: Q3 2022 in Review

Forum Financial Management sold out of DXC Technology (DXC) in Q3 2022, closing a stake of 7,441 shares — an estimated $226K sold.

Forum Financial Management first reported a position in DXC in Q4 2021 and held it in 3 quarters. The position peaked at $242K in Q1 2022. 503 funds tracked by Wall St. Rank hold DXC as of Q3 2022.

  • Forum Financial Management reported no remaining DXC Technology position as of Q3 2022 after selling out during the quarter.
  • Forum Financial Management sold 7,441 DXC Technology shares in Q3 2022, an estimated $226K.
  • Forum Financial Management first reported a position in DXC Technology in Q4 2021 and held it in 3 quarters.
  • Forum Financial Management's DXC Technology position peaked at $242K in Q1 2022.
  • 503 funds tracked by Wall St. Rank held DXC Technology as of Q3 2022.

Based on Forum Financial Management's 13F filing for Q3 2022, filed 7 Nov 2022.