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Dell Technologies shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services investment in Dell Technologies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dell Technologies by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $272k 2.4k 114.11
2021-12-31 $10k 193 51.81

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Apple (AAPL)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Dell Technologies

Vanguard Group
Robeco Investment Management
Arrowstreet Capital, Limited Partnership
Goldman Sachs Group
Michael & Susan Dell Foundation
LSV Asset Management
Citadel Advisors
Point72 Asset Management
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
AQR Capital Management
Jpmorgan Chase & Co
Bank of America Corporation
DekaBank Deutsche Girozentrale
Ubs Global Asset Management Americas
Millennium Management

View all funds holding Dell Technologies