TSWM
DELL icon

Tyler-Stone Wealth Management’s Dell DELL Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-200
Closed -$27.6K – 447
2024
Q2 		$27.6K Hold
200
– – 0.01% 468
2024
Q1 		$22.8K Buy
+200
New +$18.7K 0.01% 500

Other funds holding DELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Tyler-Stone Wealth Management's DELL Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Dell (DELL) in Q3 2024, closing a stake of 200 shares — an estimated $27.6K sold.

Tyler-Stone Wealth Management first reported a position in DELL in Q1 2024 and held it in 2 quarters. The position peaked at $27.6K in Q2 2024. 1,229 funds tracked by Wall St. Rank hold DELL as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Dell position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 200 Dell shares in Q3 2024, an estimated $27.6K.
  • Tyler-Stone Wealth Management first reported a position in Dell in Q1 2024 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's Dell position peaked at $27.6K in Q2 2024.
  • 1,229 funds tracked by Wall St. Rank held Dell as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.