CSC
VMW

Caldwell Sutter Capital’s VMware, Inc VMW Stock Holding History

Caldwell Sutter Capital’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
-18
Closed -$3K – 985
2023
Q3 		$3K Sell
18
-35
-66% -$5.61K ﹤0.01% 672
2023
Q2 		$7.62K Sell
53
-15
-22% -$1.95K ﹤0.01% 559
2023
Q1 		$8.49K Buy
68
+60
+750% +$7.21K 0.01% 404
2022
Q4 		$982 Buy
+8
New +$922 ﹤0.01% 308

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

Caldwell Sutter Capital's VMW Position: Q4 2023 in Review

Caldwell Sutter Capital sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 18 shares — an estimated $3K sold.

Caldwell Sutter Capital first reported a position in VMW in Q4 2022 and held it in 4 quarters. The position peaked at $8.49K in Q1 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Caldwell Sutter Capital reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Caldwell Sutter Capital sold 18 VMware, Inc shares in Q4 2023, an estimated $3K.
  • Caldwell Sutter Capital first reported a position in VMware, Inc in Q4 2022 and held it in 4 quarters.
  • Caldwell Sutter Capital's VMware, Inc position peaked at $8.49K in Q1 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Caldwell Sutter Capital's 13F filing for Q4 2023, filed 19 Jan 2024.