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Personal CFO Solutions’s Dell DELL Stock Holding History

Personal CFO Solutions’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
2025
Q1 		– Sell
-2,300
Closed -$265K – 458
2024
Q4 		$265K Sell
2,300
-533
-19% -$66.9K 0.05% 361
2024
Q3 		$336K Buy
2,833
+1,149
+68% +$134K 0.05% 375
2024
Q2 		$232K Buy
+1,684
New +$226K 0.04% 456

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Personal CFO Solutions's DELL Position: Q1 2025 in Review

Personal CFO Solutions sold out of Dell (DELL) in Q1 2025, closing a stake of 2,300 shares — an estimated $265K sold.

Personal CFO Solutions first reported a position in DELL in Q2 2024 and held it in 3 quarters. The position peaked at $336K in Q3 2024. 1,272 funds tracked by Wall St. Rank hold DELL as of Q1 2025.

  • Personal CFO Solutions reported no remaining Dell position as of Q1 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 2,300 Dell shares in Q1 2025, an estimated $265K.
  • Personal CFO Solutions first reported a position in Dell in Q2 2024 and held it in 3 quarters.
  • Personal CFO Solutions's Dell position peaked at $336K in Q3 2024.
  • 1,272 funds tracked by Wall St. Rank held Dell as of Q1 2025.

Based on Personal CFO Solutions's 13F filing for Q1 2025, filed 30 Apr 2025.