TriaGen Wealth Management’s Dell DELL Stock Holding History

TriaGen Wealth Management’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
2022 Q3	–	Sell	-6,610	Closed	-$305K	–	167
2022 Q2	$305K	Buy	+6,610	New	+$312K	0.22%	109

Other funds holding DELL

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TriaGen Wealth Management's DELL Position: Q3 2022 in Review

TriaGen Wealth Management sold out of Dell (DELL) in Q3 2022, closing a stake of 6,610 shares — an estimated $305K sold.

TriaGen Wealth Management first reported a position in DELL in Q2 2022 and held it in 1 quarter. The position peaked at $305K in Q2 2022. 630 funds tracked by Wall St. Rank hold DELL as of Q3 2022.

TriaGen Wealth Management reported no remaining Dell position as of Q3 2022 after selling out during the quarter.
TriaGen Wealth Management sold 6,610 Dell shares in Q3 2022, an estimated $305K.
TriaGen Wealth Management first reported a position in Dell in Q2 2022 and held it in 1 quarter.
TriaGen Wealth Management's Dell position peaked at $305K in Q2 2022.
630 funds tracked by Wall St. Rank held Dell as of Q3 2022.

Based on TriaGen Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.