CA
VMW

Crewe Advisors’s VMware, Inc VMW Stock Holding History

Crewe Advisors’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
-2
Closed -$333 – 725
2023
Q3 		$333 Sell
2
-131
-98% -$21K ﹤0.01% 414
2023
Q2 		$19.1K Sell
133
-101
-43% -$13.1K ﹤0.01% 348
2023
Q1 		$29.2K Sell
234
-96
-29% -$11.5K ﹤0.01% 373
2022
Q4 		$40.5K Sell
330
-35
-10% -$4.04K 0.01% 329
2022
Q3 		$39K Buy
365
+35
+11% +$4.03K 0.01% 353
2022
Q2 		$38K Buy
330
+198
+150% +$22.5K 0.01% 328
2022
Q1 		$15K Hold
132
– – ﹤0.01% 328
2021
Q4 		$15K Buy
+132
New +$17.4K ﹤0.01% 296

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

Crewe Advisors's VMW Position: Q4 2023 in Review

Crewe Advisors sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 2 shares — an estimated $333 sold.

Crewe Advisors first reported a position in VMW in Q4 2021 and held it in 8 quarters. The position peaked at $40.5K in Q4 2022. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Crewe Advisors reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 2 VMware, Inc shares in Q4 2023, an estimated $333.
  • Crewe Advisors first reported a position in VMware, Inc in Q4 2021 and held it in 8 quarters.
  • Crewe Advisors's VMware, Inc position peaked at $40.5K in Q4 2022.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.