CWM
VMW

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

CarsonAllaria 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
-15
Closed -$2.5K – 388
2023
Q3 		$2.5K Hold
15
– – ﹤0.01% 293
2023
Q2 		$2.15K Hold
15
– – ﹤0.01% 310
2023
Q1 		$1.87K Hold
15
– – ﹤0.01% 304
2022
Q4 		$2K Hold
15
– – ﹤0.01% 297
2022
Q3 		$2K Hold
15
– – ﹤0.01% 296
2022
Q2 		$2K Hold
15
– – ﹤0.01% 294
2022
Q1 		$2K Hold
15
– – ﹤0.01% 311
2021
Q4 		$2K Buy
+15
New +$1.97K ﹤0.01% 328

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

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

CarsonAllaria Wealth Management sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 15 shares — an estimated $2.5K sold.

CarsonAllaria Wealth Management first reported a position in VMW in Q4 2021 and held it in 8 quarters. The position peaked at $2.5K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • CarsonAllaria Wealth Management reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 15 VMware, Inc shares in Q4 2023, an estimated $2.5K.
  • CarsonAllaria Wealth Management first reported a position in VMware, Inc in Q4 2021 and held it in 8 quarters.
  • CarsonAllaria Wealth Management's VMware, Inc position peaked at $2.5K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.