CAS
VMW

Coppell Advisory Solutions’s VMware, Inc VMW Stock Holding History

Coppell Advisory Solutions’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
-14
Closed -$1.72K – 1900
2023
Q3 		$1.72K Sell
14
-3
-18% -$481 ﹤0.01% 882
2023
Q2 		$2.45K Buy
+17
New +$2.21K ﹤0.01% 985
2023
Q1 		– Sell
-14
Closed -$1.72K – 1173
2022
Q4 		$1.72K Buy
+14
New +$1.61K ﹤0.01% 883

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

Coppell Advisory Solutions's VMW Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 14 shares — an estimated $1.72K sold.

Coppell Advisory Solutions first reported a position in VMW in Q4 2022 and held it in 3 quarters. The position peaked at $2.45K in Q2 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 14 VMware, Inc shares in Q4 2023, an estimated $1.72K.
  • Coppell Advisory Solutions first reported a position in VMware, Inc in Q4 2022 and held it in 3 quarters.
  • Coppell Advisory Solutions's VMware, Inc position peaked at $2.45K in Q2 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.