Creative Financial Designs’s VMware, Inc VMW Stock Holding History

Creative Financial Designs’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	-47	Closed	-$7.83K	–	1648
2023 Q3	$7.83K	Hold	47	–	–	﹤0.01%	1088
2023 Q2	$6.75K	Hold	47	–	–	﹤0.01%	1110
2023 Q1	$5.87K	Hold	47	–	–	﹤0.01%	1076
2022 Q4	$5.77K	Hold	47	–	–	﹤0.01%	1011
2022 Q3	$5K	Hold	47	–	–	﹤0.01%	1053
2022 Q2	$5K	Hold	47	–	–	﹤0.01%	1019
2022 Q1	$5K	Hold	47	–	–	﹤0.01%	1057
2021 Q4	$6K	Buy	+47	New	+$6.18K	﹤0.01%	999
2019 Q2	–	Sell	-29	Closed	-$5K	–	607
2019 Q1	$5K	Hold	29	–	–	﹤0.01%	452
2018 Q4	$4K	Hold	29	–	–	﹤0.01%	465
2018 Q3	$5K	Hold	29	–	–	﹤0.01%	544
2018 Q2	$4K	Hold	29	–	–	﹤0.01%	596
2018 Q1	$4K	Hold	29	–	–	﹤0.01%	540
2017 Q4	$4K	Hold	29	–	–	﹤0.01%	545
2017 Q3	$3K	Sell	29 -76	-72%	-$7.5K	﹤0.01%	603
2017 Q2	$9K	Sell	105 -67	-39%	-$6.18K	0.01%	440
2017 Q1	$16K	Sell	172 -161	-48%	-$14.2K	0.01%	348
2016 Q4	$26K	Buy	+333	New	+$25.9K	0.02%	289

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 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

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

Creative Financial Designs's VMW Position: Q4 2023 in Review

Creative Financial Designs sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 47 shares — an estimated $7.83K sold.

Creative Financial Designs first reported a position in VMW in Q4 2016 and held it in 18 quarters. The position peaked at $26K in Q4 2016. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

Creative Financial Designs reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
Creative Financial Designs sold 47 VMware, Inc shares in Q4 2023, an estimated $7.83K.
Creative Financial Designs first reported a position in VMware, Inc in Q4 2016 and held it in 18 quarters.
Creative Financial Designs's VMware, Inc position peaked at $26K in Q4 2016.
8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Creative Financial Designs's 13F filing for Q4 2023, filed 10 Jan 2024.