AIA
VMW

AIMZ Investment Advisors’s VMware, Inc VMW Stock Holding History

AIMZ Investment Advisors’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
-1,279
Closed -$213K – 116
2023
Q3 		$213K Buy
+1,279
New +$205K 0.09% 108
2022
Q1 		– Sell
-1,781
Closed -$206K – 121
2021
Q4 		$206K Buy
+1,781
New +$234K 0.08% 114

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 $9.54B AUM 19.86% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

AIMZ Investment Advisors's VMW Position: Q4 2023 in Review

AIMZ Investment Advisors sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 1,279 shares — an estimated $213K sold.

AIMZ Investment Advisors first reported a position in VMW in Q4 2021 and held it in 2 quarters. The position peaked at $213K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • AIMZ Investment Advisors reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • AIMZ Investment Advisors sold 1,279 VMware, Inc shares in Q4 2023, an estimated $213K.
  • AIMZ Investment Advisors first reported a position in VMware, Inc in Q4 2021 and held it in 2 quarters.
  • AIMZ Investment Advisors's VMware, Inc position peaked at $213K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on AIMZ Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.