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Dell Technologies shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of Dell Technologies (DELL) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in Dell Technologies

Tip: Access up to 7 years of quarterly data

All positions including Dell Technologies held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dell Technologies by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 11k 114.11
2023-12-31 $21k 274 76.50
2023-09-30 $19k 280 68.90

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Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Broad Usd High (USHY)
Capital Group International SHS (CGIE)
Atlas Energy Solutions Com New (AESI)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Venturi Wealth Management

Top funds holding Dell Technologies

Vanguard Group
BlackRock
FMR
Arrowstreet Capital, Limited Partnership
Robeco Investment Management
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Morgan Stanley
Goldman Sachs Group
LSV Asset Management
Susquehanna International
Bank of America Corporation
Citadel Advisors
Geode Capital Management
Jpmorgan Chase & Co
Millennium Management

View all funds holding Dell Technologies