AFS
VMW

Annapolis Financial Services’s VMware, Inc VMW Stock Holding History

Annapolis Financial 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
-100
Closed -$16.6K – 509
2023
Q3 		$16.6K Hold
100
– – ﹤0.01% 286
2023
Q2 		$14.4K Hold
100
– – ﹤0.01% 304
2023
Q1 		$12.5K Hold
100
– – ﹤0.01% 294
2022
Q4 		$12.3K Hold
100
– – ﹤0.01% 285
2022
Q3 		$11K Hold
100
– – ﹤0.01% 328
2022
Q2 		$11K Sell
100
-15
-13% -$1.7K ﹤0.01% 290
2022
Q1 		$13K Buy
115
+15
+15% +$1.82K ﹤0.01% 285
2021
Q4 		$12K Hold
100
– – ﹤0.01% 302
2021
Q3 		$15K Hold
100
– – 0.01% 264
2021
Q2 		$16K Hold
100
– – 0.01% 240
2021
Q1 		$15K Hold
100
– – 0.01% 233
2020
Q4 		$14K Buy
+100
New +$14.3K 0.01% 226

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

Annapolis Financial Services's VMW Position: Q4 2023 in Review

Annapolis Financial Services sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 100 shares — an estimated $16.6K sold.

Annapolis Financial Services first reported a position in VMW in Q4 2020 and held it in 12 quarters. The position peaked at $16.6K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Annapolis Financial Services reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 100 VMware, Inc shares in Q4 2023, an estimated $16.6K.
  • Annapolis Financial Services first reported a position in VMware, Inc in Q4 2020 and held it in 12 quarters.
  • Annapolis Financial Services's VMware, Inc position peaked at $16.6K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Annapolis Financial Services's 13F filing for Q4 2023, filed 1 Feb 2024.