Wealthstreet Investment Advisors’s Dell DELL Stock Holding History

Wealthstreet Investment 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 Q2	–	Sell	-30,505	Closed	-$1.36M	–	145
2021 Q1	$1.36M	Hold	30,505	–	–	0.13%	145
2020 Q4	$1.13M	Hold	30,505	–	–	0.11%	157
2020 Q3	$1.05M	Hold	30,505	–	–	0.12%	146
2020 Q2	$849K	Hold	30,505	–	–	0.1%	157
2020 Q1	$611K	Sell	30,505 -197	-0.6%	-$4.54K	0.09%	165
2019 Q4	$800K	Hold	30,702	–	–	0.09%	175
2019 Q3	$829K	Buy	+30,702	New	+$814K	0.11%	159

Other funds holding DELL

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

NCMU

NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return

Wealthstreet Investment Advisors's DELL Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Dell (DELL) in Q2 2021, closing a stake of 30,505 shares — an estimated $1.36M sold.

Wealthstreet Investment Advisors first reported a position in DELL in Q3 2019 and held it in 7 quarters. The position peaked at $1.36M in Q1 2021. 754 funds tracked by Wall St. Rank hold DELL as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Dell position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 30,505 Dell shares in Q2 2021, an estimated $1.36M.
Wealthstreet Investment Advisors first reported a position in Dell in Q3 2019 and held it in 7 quarters.
Wealthstreet Investment Advisors's Dell position peaked at $1.36M in Q1 2021.
754 funds tracked by Wall St. Rank held Dell as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.