AIM
VMW

Anchor Investment Management’s VMware, Inc VMW Stock Holding History

Anchor Investment Management’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
-438
Closed -$72.9K – 998
2023
Q3 		$72.9K Hold
438
– – 0.01% 461
2023
Q2 		$62.9K Hold
438
– – 0.01% 475
2023
Q1 		$54.7K Hold
438
– – 0.01% 518
2022
Q4 		$53.8K Hold
438
– – 0.01% 509
2022
Q3 		$46.6K Sell
438
-150
-26% -$17.3K 0.01% 517
2022
Q2 		$67K Hold
588
– – 0.01% 495
2022
Q1 		$67K Buy
588
+337
+134% +$40.8K 0.01% 512
2021
Q4 		$29.1K Buy
+251
New +$33K ﹤0.01% 636

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 $683M AUM 22.58% 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 $1.25B AUM 41.83% 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

Anchor Investment Management's VMW Position: Q4 2023 in Review

Anchor Investment Management sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 438 shares — an estimated $72.9K sold.

Anchor Investment Management first reported a position in VMW in Q4 2021 and held it in 8 quarters. The position peaked at $72.9K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Anchor Investment Management reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Anchor Investment Management sold 438 VMware, Inc shares in Q4 2023, an estimated $72.9K.
  • Anchor Investment Management first reported a position in VMware, Inc in Q4 2021 and held it in 8 quarters.
  • Anchor Investment Management's VMware, Inc position peaked at $72.9K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Anchor Investment Management's 13F filing for Q4 2023, filed 2 Jan 2024.