Summit Wealth & Retirement Planning’s DXC Technology DXC Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio DXC Stock Details DXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-10,727	Closed	-$177K	–	107
2020 Q2	$177K	Sell	10,727 -388	-3%	-$6.17K	0.08%	109
2020 Q1	$145K	Buy	11,115 +1,333	+14%	+$35.3K	0.08%	108
2019 Q4	$368K	Sell	9,782 -5	-0.1%	-$163	0.16%	100
2019 Q3	$289K	Sell	9,787 -184	-2%	-$7.84K	0.17%	100
2019 Q2	$550K	Sell	9,971 -893	-8%	-$51.7K	0.32%	69
2019 Q1	$699K	Buy	10,864 +24	+0.2%	+$1.53K	0.42%	61
2018 Q4	$576K	Buy	+10,840	New	+$749K	0.44%	56

Other funds holding DXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Summit Wealth & Retirement Planning's DXC Position: Q3 2020 in Review

Summit Wealth & Retirement Planning sold out of DXC Technology (DXC) in Q3 2020, closing a stake of 10,727 shares — an estimated $177K sold.

Summit Wealth & Retirement Planning first reported a position in DXC in Q4 2018 and held it in 7 quarters. The position peaked at $699K in Q1 2019. 524 funds tracked by Wall St. Rank hold DXC as of Q3 2020.

Summit Wealth & Retirement Planning reported no remaining DXC Technology position as of Q3 2020 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 10,727 DXC Technology shares in Q3 2020, an estimated $177K.
Summit Wealth & Retirement Planning first reported a position in DXC Technology in Q4 2018 and held it in 7 quarters.
Summit Wealth & Retirement Planning's DXC Technology position peaked at $699K in Q1 2019.
524 funds tracked by Wall St. Rank held DXC Technology as of Q3 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2020, filed 10 Nov 2020.