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Williams Jones Wealth Management’s DXC Technology DXC Stock Holding History

Williams Jones Wealth Management’s Portfolio DXC Stock Details DXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,119
Closed -$209K – 560
2023
Q4 		$209K Buy
+9,119
New +$203K ﹤0.01% 491
2023
Q3 		– Sell
-9,129
Closed -$244K – 558
2023
Q2 		$244K Hold
9,129
– – ﹤0.01% 447
2023
Q1 		$233K Buy
9,129
+1,000
+12% +$27.3K ﹤0.01% 482
2022
Q4 		$215K Sell
8,129
-71
-0.9% -$1.98K ﹤0.01% 495
2022
Q3 		$201K Sell
8,200
-410
-5% -$11.3K ﹤0.01% 513
2022
Q2 		$261K Buy
+8,610
New +$267K ﹤0.01% 484

Other funds holding DXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Williams Jones Wealth Management's DXC Position: Q1 2024 in Review

Williams Jones Wealth Management sold out of DXC Technology (DXC) in Q1 2024, closing a stake of 9,119 shares — an estimated $209K sold.

Williams Jones Wealth Management first reported a position in DXC in Q2 2022 and held it in 6 quarters. The position peaked at $261K in Q2 2022. 429 funds tracked by Wall St. Rank hold DXC as of Q1 2024.

  • Williams Jones Wealth Management reported no remaining DXC Technology position as of Q1 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 9,119 DXC Technology shares in Q1 2024, an estimated $209K.
  • Williams Jones Wealth Management first reported a position in DXC Technology in Q2 2022 and held it in 6 quarters.
  • Williams Jones Wealth Management's DXC Technology position peaked at $261K in Q2 2022.
  • 429 funds tracked by Wall St. Rank held DXC Technology as of Q1 2024.

Based on Williams Jones Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.