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Wipfli Financial Advisors’s Dell DELL Stock Holding History

Wipfli Financial 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
2022
Q3 		$94K Buy
+2,746
New +$116K 0.01% 755

Other funds holding DELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's DELL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Dell (DELL) in Q3 2022: 2,746 shares worth $94K. The stake represents 0.01% of the portfolio and ranks #755 among its holdings.

630 funds tracked by Wall St. Rank hold DELL as of Q3 2022.

  • Wipfli Financial Advisors held 2,746 shares of Dell worth $94K as of Q3 2022.
  • Dell was a new Wipfli Financial Advisors position in Q3 2022.
  • Dell made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #755 holding.
  • 630 funds tracked by Wall St. Rank held Dell as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.