National Wealth Management Group’s Dell DELL Stock Holding History

National Wealth Management Group’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 Q4	–	Sell	-5,178	Closed	-$614K	–	157
2024 Q3	$614K	Buy	+5,178	New	+$603K	0.42%	55

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

National Wealth Management Group's DELL Position: Q4 2024 in Review

National Wealth Management Group sold out of Dell (DELL) in Q4 2024, closing a stake of 5,178 shares — an estimated $614K sold.

National Wealth Management Group first reported a position in DELL in Q3 2024 and held it in 1 quarter. The position peaked at $614K in Q3 2024. 1,305 funds tracked by Wall St. Rank hold DELL as of Q4 2024.

National Wealth Management Group reported no remaining Dell position as of Q4 2024 after selling out during the quarter.
National Wealth Management Group sold 5,178 Dell shares in Q4 2024, an estimated $614K.
National Wealth Management Group first reported a position in Dell in Q3 2024 and held it in 1 quarter.
National Wealth Management Group's Dell position peaked at $614K in Q3 2024.
1,305 funds tracked by Wall St. Rank held Dell as of Q4 2024.

Based on National Wealth Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.