CIA
VMW

CSat Investment Advisory’s VMware, Inc VMW Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-451
Closed -$65K – 1007
2020
Q3 		$65K Buy
451
+36
+9% +$5.11K 0.01% 626
2020
Q2 		$64K Buy
415
+103
+33% +$14.2K 0.01% 634
2020
Q1 		$38K Buy
312
+44
+16% +$6.05K 0.01% 598
2019
Q4 		$41K Buy
268
+38
+17% +$5.96K 0.01% 650
2019
Q3 		$35K Buy
230
+24
+12% +$3.78K 0.01% 633
2019
Q2 		$34K Buy
+206
New +$38.6K 0.01% 636

Other funds holding VMW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CSat Investment Advisory's VMW Position: Q4 2020 in Review

CSat Investment Advisory sold out of VMware, Inc (VMW) in Q4 2020, closing a stake of 451 shares — an estimated $65K sold.

CSat Investment Advisory first reported a position in VMW in Q2 2019 and held it in 6 quarters. The position peaked at $65K in Q3 2020. 619 funds tracked by Wall St. Rank hold VMW as of Q4 2020.

  • CSat Investment Advisory reported no remaining VMware, Inc position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 451 VMware, Inc shares in Q4 2020, an estimated $65K.
  • CSat Investment Advisory first reported a position in VMware, Inc in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's VMware, Inc position peaked at $65K in Q3 2020.
  • 619 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.