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Planned Solutions’s Dell DELL Stock Holding History

Planned 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
2024
Q4 		– Sell
-19
Closed -$2.27K – 234
2024
Q3 		$2.27K Buy
+19
New +$2.21K ﹤0.01% 544
2024
Q1 		– Sell
-9
Closed -$724 – 198
2023
Q4 		$724 Buy
+9
New +$636 ﹤0.01% 545
2021
Q1 		– Sell
-18
Closed -$1K – 143
2020
Q4 		$1K Hold
18
– – ﹤0.01% 450
2020
Q3 		$1K Buy
+18
New +$561 ﹤0.01% 324

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Planned Solutions's DELL Position: Q4 2024 in Review

Planned Solutions sold out of Dell (DELL) in Q4 2024, closing a stake of 19 shares — an estimated $2.27K sold.

Planned Solutions first reported a position in DELL in Q3 2020 and held it in 4 quarters. The position peaked at $2.27K in Q3 2024. 1,305 funds tracked by Wall St. Rank hold DELL as of Q4 2024.

  • Planned Solutions reported no remaining Dell position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 19 Dell shares in Q4 2024, an estimated $2.27K.
  • Planned Solutions first reported a position in Dell in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Dell position peaked at $2.27K in Q3 2024.
  • 1,305 funds tracked by Wall St. Rank held Dell as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.