FAIM
VMW

Financial Advocates Investment Management’s VMware, Inc VMW Stock Holding History

Financial Advocates Investment Management’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
2022
Q4 		– Sell
-2,008
Closed -$213K – 898
2022
Q3 		$213K Hold
2,008
– – 0.02% 663
2022
Q2 		$229K Sell
2,008
-741
-27% -$84.1K 0.02% 578
2022
Q1 		$313K Sell
2,749
-264
-9% -$32K 0.02% 562
2021
Q4 		$349K Sell
3,013
-17,086
-85% -$2.25M 0.02% 590
2021
Q3 		$1.73M Buy
20,099
+17,805
+776% +$2.7M 0.12% 215
2021
Q2 		$346K Buy
2,294
+370
+19% +$59.2K 0.02% 571
2021
Q1 		$289K Buy
1,924
+34
+2% +$4.86K 0.02% 616
2020
Q4 		$265K Buy
1,890
+75
+4% +$10.7K 0.02% 598
2020
Q3 		$261K Hold
1,815
– – 0.02% 508
2020
Q2 		$281K Buy
+1,815
New +$249K 0.03% 477

Other funds holding VMW

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's VMW Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of VMware, Inc (VMW) in Q4 2022, closing a stake of 2,008 shares — an estimated $213K sold.

Financial Advocates Investment Management first reported a position in VMW in Q2 2020 and held it in 10 quarters. The position peaked at $1.73M in Q3 2021. 878 funds tracked by Wall St. Rank hold VMW as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining VMware, Inc position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,008 VMware, Inc shares in Q4 2022, an estimated $213K.
  • Financial Advocates Investment Management first reported a position in VMware, Inc in Q2 2020 and held it in 10 quarters.
  • Financial Advocates Investment Management's VMware, Inc position peaked at $1.73M in Q3 2021.
  • 878 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.