AWM
VMW

Avior Wealth Management’s VMware, Inc VMW Stock Holding History

Avior Wealth 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
-13
Closed -$2.25K – 1687
2023
Q3 		$2.25K Sell
13
-2
-13% -$320 ﹤0.01% 1370
2023
Q2 		$2.15K Hold
15
– – ﹤0.01% 1345
2023
Q1 		$1.87K Buy
15
+12
+400% +$1.44K ﹤0.01% 1394
2022
Q4 		$368 Hold
3
– – ﹤0.01% 1195
2022
Q3 		$0 Hold
3
– – ﹤0.01% 1327
2022
Q2 		$0 Hold
3
– – ﹤0.01% 1264
2022
Q1 		$0 Hold
3
– – ﹤0.01% 1276
2021
Q4 		$0 Buy
+3
New +$394 ﹤0.01% 1260
2021
Q1 		– Sell
-143
Closed -$20K – 1170
2020
Q4 		$20K Buy
+143
New +$20.5K ﹤0.01% 622
2018
Q1 		– Sell
-150
Closed -$18.9K – 830
2017
Q4 		$19K Buy
+150
New +$18K ﹤0.01% 551

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 $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

Avior Wealth Management's VMW Position: Q4 2023 in Review

Avior Wealth Management sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 13 shares — an estimated $2.25K sold.

Avior Wealth Management first reported a position in VMW in Q4 2017 and held it in 10 quarters. The position peaked at $20K in Q4 2020. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Avior Wealth Management reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Avior Wealth Management sold 13 VMware, Inc shares in Q4 2023, an estimated $2.25K.
  • Avior Wealth Management first reported a position in VMware, Inc in Q4 2017 and held it in 10 quarters.
  • Avior Wealth Management's VMware, Inc position peaked at $20K in Q4 2020.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.