AWA
VMW

Alta Wealth Advisors’s VMware, Inc VMW Stock Holding History

Alta Wealth 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
-5,858
Closed -$975K – 140
2023
Q3 		$975K Sell
5,858
-124
-2% -$19.9K 0.6% 52
2023
Q2 		$860K Sell
5,982
-34
-0.6% -$4.41K 0.5% 59
2023
Q1 		$751K Sell
6,016
-190
-3% -$22.8K 0.47% 67
2022
Q4 		$762K Sell
6,206
-74
-1% -$8.53K 0.51% 59
2022
Q3 		$669K Buy
6,280
+10
+0.2% +$1.15K 0.48% 63
2022
Q2 		$717K Buy
6,270
+12
+0.2% +$1.36K 0.5% 58
2022
Q1 		$713K Sell
6,258
-202
-3% -$24.5K 0.42% 69
2021
Q4 		$749K Buy
+6,460
New +$849K 0.46% 68
2021
Q1 		– Sell
-4,112
Closed -$577K – 144
2020
Q4 		$577K Buy
+4,112
New +$589K 0.49% 72

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 $4.82B AUM 20.19% 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

Alta Wealth Advisors's VMW Position: Q4 2023 in Review

Alta Wealth Advisors sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 5,858 shares — an estimated $975K sold.

Alta Wealth Advisors first reported a position in VMW in Q4 2020 and held it in 9 quarters. The position peaked at $975K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Alta Wealth Advisors reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Alta Wealth Advisors sold 5,858 VMware, Inc shares in Q4 2023, an estimated $975K.
  • Alta Wealth Advisors first reported a position in VMware, Inc in Q4 2020 and held it in 9 quarters.
  • Alta Wealth Advisors's VMware, Inc position peaked at $975K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Alta Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.