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Janiczek Wealth Management’s Dell DELL Stock Holding History

Janiczek 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
Q2 		$11.7K Buy
85
+54
+174% +$7.24K ﹤0.01% 638
2024
Q1 		$3.54K Hold
31
– – ﹤0.01% 801
2023
Q4 		$2.37K Hold
31
– – ﹤0.01% 835
2023
Q3 		$2.14K Buy
+31
New +$1.85K ﹤0.01% 827
2023
Q1 		– Sell
-3
Closed -$120 – 1022
2022
Q4 		$120 Hold
3
– – ﹤0.01% 1010
2022
Q3 		$0 Hold
3
– – ﹤0.01% 941
2022
Q2 		$0 Hold
3
– – ﹤0.01% 968
2022
Q1 		$0 Hold
3
– – ﹤0.01% 972
2021
Q4 		$0 Sell
3
-3
-50% -$167 ﹤0.01% 1025
2021
Q3 		$0 Buy
+6
New +$299 ﹤0.01% 975

Other funds holding DELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janiczek Wealth Management's DELL Position: Q2 2024 in Review

Janiczek Wealth Management increased its Dell (DELL) stake by 174% in Q2 2024, buying an estimated $7.24K and bringing the position to 85 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Janiczek Wealth Management first reported a position in DELL in Q3 2021 and has held it in 10 quarters since. 1,217 funds tracked by Wall St. Rank hold DELL as of Q2 2024.

  • Janiczek Wealth Management held 85 shares of Dell worth $11.7K as of Q2 2024.
  • Janiczek Wealth Management bought 54 Dell shares in Q2 2024, an estimated $7.24K.
  • Dell made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #638 holding.
  • Janiczek Wealth Management first reported a position in Dell in Q3 2021 and has held it in 10 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Dell as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.