BIA
VMW

Bell Investment Advisors’s VMware, Inc VMW Stock Holding History

Bell Investment Advisors’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
-215
Closed -$35.8K – 2031
2023
Q3 		$35.8K Sell
215
-8
-4% -$1.28K 0.01% 213
2023
Q2 		$32K Sell
223
-21
-9% -$2.73K 0.01% 222
2023
Q1 		$30.5K Sell
244
-22
-8% -$2.64K 0.01% 228
2022
Q4 		$32.7K Buy
266
+27
+11% +$3.11K 0.01% 220
2022
Q3 		$25K Sell
239
-78
-25% -$8.98K 0.01% 230
2022
Q2 		$36K Buy
+317
New +$36K 0.01% 171
2021
Q4 		$40K Buy
346
+220
+175% +$28.9K 0.01% 186
2021
Q3 		$19K Buy
+126
New +$19.1K 0.01% 300

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

Bell Investment Advisors's VMW Position: Q4 2023 in Review

Bell Investment Advisors sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 215 shares — an estimated $35.8K sold.

Bell Investment Advisors first reported a position in VMW in Q3 2021 and held it in 8 quarters. The position peaked at $40K in Q4 2021. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Bell Investment Advisors reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 215 VMware, Inc shares in Q4 2023, an estimated $35.8K.
  • Bell Investment Advisors first reported a position in VMware, Inc in Q3 2021 and held it in 8 quarters.
  • Bell Investment Advisors's VMware, Inc position peaked at $40K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.