TRUE Private Wealth Advisors’s Dell DELL Stock Holding History

TRUE Private 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	-34	Closed	-$1K	–	341
2020 Q4	$1K	Hold	34	–	–	﹤0.01%	693
2020 Q3	$1K	Hold	34	–	–	﹤0.01%	647
2020 Q2	$0	Hold	34	–	–	﹤0.01%	693
2020 Q1	$0	Hold	34	–	–	﹤0.01%	704
2019 Q4	$0	Buy	+34	New	+$884	﹤0.01%	801
2019 Q3	–	Sell	-34	Closed	–	–	337
2019 Q2	$0	Buy	+34	New	+$1.06K	﹤0.01%	791
2018 Q4	–	Sell	-777	Closed	-$21.2K	–	396
2018 Q3	$21.2K	Buy	+777	New	+$20.7K	﹤0.01%	594

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

TRUE Private Wealth Advisors's DELL Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Dell (DELL) in Q1 2021, closing a stake of 34 shares — an estimated $1K sold.

TRUE Private Wealth Advisors first reported a position in DELL in Q3 2018 and held it in 7 quarters. The position peaked at $21.2K in Q3 2018. 710 funds tracked by Wall St. Rank hold DELL as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Dell position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 34 Dell shares in Q1 2021, an estimated $1K.
TRUE Private Wealth Advisors first reported a position in Dell in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Dell position peaked at $21.2K in Q3 2018.
710 funds tracked by Wall St. Rank held Dell as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.