EWP
VMW

Engrave Wealth Partners’s VMware, Inc VMW Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-76
Closed -$11K – 447
2020
Q2 		$11K Buy
76
+37
+95% +$5.08K 0.01% 243
2020
Q1 		$4K Sell
39
-49
-56% -$6.74K ﹤0.01% 303
2019
Q4 		$13K Buy
+88
New +$13.8K 0.01% 278

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Swedbank
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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Engrave Wealth Partners's VMW Position: Q3 2020 in Review

Engrave Wealth Partners sold out of VMware, Inc (VMW) in Q3 2020, closing a stake of 76 shares — an estimated $11K sold.

Engrave Wealth Partners first reported a position in VMW in Q4 2019 and held it in 3 quarters. The position peaked at $13K in Q4 2019. 598 funds tracked by Wall St. Rank hold VMW as of Q3 2020.

  • Engrave Wealth Partners reported no remaining VMware, Inc position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 76 VMware, Inc shares in Q3 2020, an estimated $11K.
  • Engrave Wealth Partners first reported a position in VMware, Inc in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's VMware, Inc position peaked at $13K in Q4 2019.
  • 598 funds tracked by Wall St. Rank held VMware, Inc as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.