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

Avantax 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
2020 Q3	–	Sell	-1,653	Closed	-$254K	–	1401
2020 Q2	$254K	Buy	+1,653	New	+$227K	0.01%	707

Other funds holding VMW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Advisory Services's VMW Position: Q3 2020 in Review

Avantax Advisory Services sold out of VMware, Inc (VMW) in Q3 2020, closing a stake of 1,653 shares — an estimated $254K sold.

Avantax Advisory Services first reported a position in VMW in Q2 2020 and held it in 1 quarter. The position peaked at $254K in Q2 2020. 598 funds tracked by Wall St. Rank hold VMW as of Q3 2020.

Avantax Advisory Services reported no remaining VMware, Inc position as of Q3 2020 after selling out during the quarter.
Avantax Advisory Services sold 1,653 VMware, Inc shares in Q3 2020, an estimated $254K.
Avantax Advisory Services first reported a position in VMware, Inc in Q2 2020 and held it in 1 quarter.
Avantax Advisory Services's VMware, Inc position peaked at $254K in Q2 2020.
598 funds tracked by Wall St. Rank held VMware, Inc as of Q3 2020.

Based on Avantax Advisory Services's 13F filing for Q3 2020, filed 14 Oct 2020.