BWP
VMW

Baldwin Wealth Partners’s VMware, Inc VMW Stock Holding History

Baldwin Wealth Partners’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
-65
Closed -$10.8K – 785
2023
Q3 		$10.8K Hold
65
– – ﹤0.01% 571
2023
Q2 		$9.34K Hold
65
– – ﹤0.01% 598
2023
Q1 		$8.12K Hold
65
– – ﹤0.01% 635
2022
Q4 		$7.98K Hold
65
– – ﹤0.01% 626
2022
Q3 		$7K Hold
65
– – ﹤0.01% 545
2022
Q2 		$7K Hold
65
– – ﹤0.01% 575
2022
Q1 		$7K Hold
65
– – ﹤0.01% 569
2021
Q4 		$8K Buy
+65
New +$8.55K ﹤0.01% 525

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

Baldwin Wealth Partners's VMW Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 65 shares — an estimated $10.8K sold.

Baldwin Wealth Partners first reported a position in VMW in Q4 2021 and held it in 8 quarters. The position peaked at $10.8K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Baldwin Wealth Partners reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 65 VMware, Inc shares in Q4 2023, an estimated $10.8K.
  • Baldwin Wealth Partners first reported a position in VMware, Inc in Q4 2021 and held it in 8 quarters.
  • Baldwin Wealth Partners's VMware, Inc position peaked at $10.8K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.