AF
VMW

Advisornet Financial’s VMware, Inc VMW Stock Holding History

Advisornet Financial’s Portfolio VMW Stock Details VMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-373
Closed -$62.1K – 2519
2023
Q3 		$62.1K Sell
373
-19
-5% -$3.04K 0.01% 730
2023
Q2 		$56.3K Buy
392
+8
+2% +$1.04K ﹤0.01% 778
2023
Q1 		$47.9K Sell
384
-225
-37% -$27K ﹤0.01% 807
2022
Q4 		$74.8K Buy
609
+6
+1% +$692 0.01% 687
2022
Q3 		$64K Sell
603
-207
-26% -$23.8K 0.01% 784
2022
Q2 		$92K Sell
810
-239
-23% -$27.1K 0.01% 696
2022
Q1 		$119K Sell
1,049
-100
-9% -$12.1K 0.01% 690
2021
Q4 		$133K Buy
1,149
+1,041
+964% +$137K 0.01% 703
2021
Q3 		$16K Buy
108
+6
+6% +$910 ﹤0.01% 1326
2021
Q2 		$16K Buy
102
+13
+15% +$2.08K ﹤0.01% 1308
2021
Q1 		$13K Hold
89
– – ﹤0.01% 1309
2020
Q4 		$12K Sell
89
-173
-66% -$24.8K ﹤0.01% 1256
2020
Q3 		$38K Sell
262
-126
-32% -$17.9K ﹤0.01% 930
2020
Q2 		$60K Buy
388
+201
+107% +$27.6K ﹤0.01% 810
2020
Q1 		$23K Sell
187
-298
-61% -$41K ﹤0.01% 1036
2019
Q4 		$74K Sell
485
-25
-5% -$3.92K 0.01% 769
2019
Q3 		$77K Buy
510
+284
+126% +$44.7K 0.01% 755
2019
Q2 		$38K Buy
226
+195
+629% +$36.5K ﹤0.01% 889
2019
Q1 		$6K Hold
31
– – ﹤0.01% 1299
2018
Q4 		$4K Buy
31
+6
+24% +$906 ﹤0.01% 1285
2018
Q3 		$4K Hold
25
– – ﹤0.01% 1314
2018
Q2 		$4K Hold
25
– – ﹤0.01% 1325
2018
Q1 		$3K Hold
25
– – ﹤0.01% 1289
2017
Q4 		$3K Buy
+25
New +$3K ﹤0.01% 1161

Other funds holding VMW

WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
AAB
ABN AMRO Bank Amsterdam, Netherlands $9.27B AUM 20.48% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Advisornet Financial's VMW Position: Q4 2023 in Review

Advisornet Financial sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 373 shares — an estimated $62.1K sold.

Advisornet Financial first reported a position in VMW in Q4 2017 and held it in 24 quarters. The position peaked at $133K in Q4 2021. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Advisornet Financial reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Advisornet Financial sold 373 VMware, Inc shares in Q4 2023, an estimated $62.1K.
  • Advisornet Financial first reported a position in VMware, Inc in Q4 2017 and held it in 24 quarters.
  • Advisornet Financial's VMware, Inc position peaked at $133K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.