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Polaris Wealth Advisory Group’s Dell DELL Stock Holding History

Polaris Wealth Advisory 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
2020
Q2 		– Sell
-147,184
Closed -$2.95M – 150
2020
Q1 		$2.95M Buy
+147,184
New +$3.4M 0.32% 57

Other funds holding DELL

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polaris Wealth Advisory Group's DELL Position: Q2 2020 in Review

Polaris Wealth Advisory Group sold out of Dell (DELL) in Q2 2020, closing a stake of 147,184 shares — an estimated $2.95M sold.

Polaris Wealth Advisory Group first reported a position in DELL in Q1 2020 and held it in 1 quarter. The position peaked at $2.95M in Q1 2020. 565 funds tracked by Wall St. Rank hold DELL as of Q2 2020.

  • Polaris Wealth Advisory Group reported no remaining Dell position as of Q2 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 147,184 Dell shares in Q2 2020, an estimated $2.95M.
  • Polaris Wealth Advisory Group first reported a position in Dell in Q1 2020 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Dell position peaked at $2.95M in Q1 2020.
  • 565 funds tracked by Wall St. Rank held Dell as of Q2 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2020, filed 13 Jul 2020.