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Granite Bay Wealth Management’s Dell DELL Stock Holding History

Granite Bay 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
2024
Q1 		– Sell
-8,379
Closed -$592K – 117
2023
Q4 		$592K Hold
8,379
– – 0.01% 242
2023
Q3 		$499K Buy
+8,379
New +$499K ﹤0.01% 259

Other funds holding DELL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Granite Bay Wealth Management's DELL Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Dell (DELL) in Q1 2024, closing a stake of 8,379 shares — an estimated $592K sold.

Granite Bay Wealth Management first reported a position in DELL in Q3 2023 and held it in 2 quarters. The position peaked at $592K in Q4 2023. 1,024 funds tracked by Wall St. Rank hold DELL as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Dell position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 8,379 Dell shares in Q1 2024, an estimated $592K.
  • Granite Bay Wealth Management first reported a position in Dell in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Dell position peaked at $592K in Q4 2023.
  • 1,024 funds tracked by Wall St. Rank held Dell as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.