Creative Planning
VMW

Creative Planning’s VMware, Inc VMW Stock Holding History

Creative Planning’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
2020
Q1 		– Sell
-1,000
Closed -$1K – 2133
2019
Q4 		$1K Buy
+1,000
New +$157K ﹤0.01% 1991
2016
Q4 		– Sell
-200
Closed -$1K – 4907
2016
Q3 		$1K Hold
200
– – ﹤0.01% 4470
2016
Q2 		$1K Buy
+200
New +$11.5K ﹤0.01% 4244

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 $4.82B AUM 20.19% 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

Creative Planning's VMW Position: Q4 2023 in Review

Creative Planning sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 23,106 shares — an estimated $3.85M sold.

Creative Planning first reported a position in VMW in Q2 2013 and held it in 41 quarters. The position peaked at $4.38M in Q3 2014. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Creative Planning reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 23,106 VMware, Inc shares in Q4 2023, an estimated $3.85M.
  • Creative Planning first reported a position in VMware, Inc in Q2 2013 and held it in 41 quarters.
  • Creative Planning's VMware, Inc position peaked at $4.38M in Q3 2014.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.