AWS
VMW

Atria Wealth Solutions’s VMware, Inc VMW Stock Holding History

Atria Wealth Solutions’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
-1,437
Closed -$239K – 2048
2023
Q3 		$239K Sell
1,437
-140
-9% -$22.4K ﹤0.01% 1568
2023
Q2 		$227K Sell
1,577
-53
-3% -$6.88K ﹤0.01% 1623
2023
Q1 		$204K Buy
+1,630
New +$196K ﹤0.01% 1669
2022
Q2 		– Sell
-2,273
Closed -$259K – 1927
2022
Q1 		$259K Buy
+2,273
New +$275K ﹤0.01% 1404

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

Atria Wealth Solutions's VMW Position: Q4 2023 in Review

Atria Wealth Solutions sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 1,437 shares — an estimated $239K sold.

Atria Wealth Solutions first reported a position in VMW in Q1 2022 and held it in 4 quarters. The position peaked at $259K in Q1 2022. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Atria Wealth Solutions reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,437 VMware, Inc shares in Q4 2023, an estimated $239K.
  • Atria Wealth Solutions first reported a position in VMware, Inc in Q1 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's VMware, Inc position peaked at $259K in Q1 2022.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.