CWP
VMW

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

CFM 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
-1,236
Closed -$206K – 164
2023
Q3 		$206K Buy
+1,236
New +$198K 0.05% 138

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

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

CFM Wealth Partners sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 1,236 shares — an estimated $206K sold.

CFM Wealth Partners first reported a position in VMW in Q3 2023 and held it in 1 quarter. The position peaked at $206K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • CFM Wealth Partners reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • CFM Wealth Partners sold 1,236 VMware, Inc shares in Q4 2023, an estimated $206K.
  • CFM Wealth Partners first reported a position in VMware, Inc in Q3 2023 and held it in 1 quarter.
  • CFM Wealth Partners's VMware, Inc position peaked at $206K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on CFM Wealth Partners's 13F filing for Q4 2023, filed 12 Jan 2024.