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Holistic Financial Partners’s DXC Technology DXC Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-360
Closed -$31K – 124
2018
Q1 		$31K Buy
360
+7
+2% +$613 0.03% 248
2017
Q4 		$29K Buy
+353
New +$28.5K 0.02% 253

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Massachusetts Financial Services
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State Street
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Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Holistic Financial Partners's DXC Position: Q2 2018 in Review

Holistic Financial Partners sold out of DXC Technology (DXC) in Q2 2018, closing a stake of 360 shares — an estimated $31K sold.

Holistic Financial Partners first reported a position in DXC in Q4 2017 and held it in 2 quarters. The position peaked at $31K in Q1 2018. 817 funds tracked by Wall St. Rank hold DXC as of Q2 2018.

  • Holistic Financial Partners reported no remaining DXC Technology position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 360 DXC Technology shares in Q2 2018, an estimated $31K.
  • Holistic Financial Partners first reported a position in DXC Technology in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's DXC Technology position peaked at $31K in Q1 2018.
  • 817 funds tracked by Wall St. Rank held DXC Technology as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.