Sutton Wealth Advisors’s Dell DELL Stock Holding History

Sutton Wealth Advisors’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
2021 Q1	–	Sell	-18	Closed	-$660	–	1259
2020 Q4	$660	Buy	+18	New	+$627	﹤0.01%	1198
2020 Q2	–	Sell	-6	Closed	-$119	–	1229
2020 Q1	$119	Sell	6 -43	-88%	-$992	﹤0.01%	1189
2019 Q4	$1.28K	Sell	49 -1,060	-96%	-$27.6K	﹤0.01%	1098
2019 Q3	$29.1K	Hold	1,109	–	–	0.02%	458
2019 Q2	$28.6K	Hold	1,109	–	–	0.02%	471
2019 Q1	$33K	Buy	1,109 +16	+1%	+$422	0.02%	408
2018 Q4	$27.1K	Buy	+1,093	New	+$29.9K	0.02%	431

Other funds holding DELL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sutton Wealth Advisors's DELL Position: Q1 2021 in Review

Sutton Wealth Advisors sold out of Dell (DELL) in Q1 2021, closing a stake of 18 shares — an estimated $660 sold.

Sutton Wealth Advisors first reported a position in DELL in Q4 2018 and held it in 7 quarters. The position peaked at $33K in Q1 2019. 710 funds tracked by Wall St. Rank hold DELL as of Q1 2021.

Sutton Wealth Advisors reported no remaining Dell position as of Q1 2021 after selling out during the quarter.
Sutton Wealth Advisors sold 18 Dell shares in Q1 2021, an estimated $660.
Sutton Wealth Advisors first reported a position in Dell in Q4 2018 and held it in 7 quarters.
Sutton Wealth Advisors's Dell position peaked at $33K in Q1 2019.
710 funds tracked by Wall St. Rank held Dell as of Q1 2021.

Based on Sutton Wealth Advisors's 13F filing for Q1 2021, filed 7 Nov 2023.