AAS
VMW

Ameritas Advisory Services’s VMware, Inc VMW Stock Holding History

Ameritas Advisory Services’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
-2,273
Closed -$378K – 870
2023
Q3 		$378K Sell
2,273
-16
-0.7% -$2.56K 0.02% 574
2023
Q2 		$324K Sell
2,289
-1,302
-36% -$169K 0.04% 392
2023
Q1 		$450K Sell
3,591
-210
-6% -$25.2K 0.02% 515
2022
Q4 		$467K Sell
3,801
-1,917
-34% -$221K 0.02% 553
2022
Q3 		$609K Sell
5,718
-148
-3% -$17K 0.04% 389
2022
Q2 		$669K Sell
5,866
-405
-6% -$46K 0.04% 380
2022
Q1 		$714K Sell
6,271
-13
-0.2% -$1.58K 0.03% 415
2021
Q4 		$728K Buy
+6,284
New +$826K 0.03% 404

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

Ameritas Advisory Services's VMW Position: Q4 2023 in Review

Ameritas Advisory Services sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 2,273 shares — an estimated $378K sold.

Ameritas Advisory Services first reported a position in VMW in Q4 2021 and held it in 8 quarters. The position peaked at $728K in Q4 2021. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Ameritas Advisory Services reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 2,273 VMware, Inc shares in Q4 2023, an estimated $378K.
  • Ameritas Advisory Services first reported a position in VMware, Inc in Q4 2021 and held it in 8 quarters.
  • Ameritas Advisory Services's VMware, Inc position peaked at $728K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Ameritas Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.