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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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return