Financial Management Professionals’s VMware, Inc VMW Stock Holding History

Financial Management Professionals’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	-25	Closed	-$4K	–	1077
2023 Q3	$4K	Hold	25	–	–	﹤0.01%	644
2023 Q2	$4K	Hold	25	–	–	﹤0.01%	692
2023 Q1	$3K	Hold	25	–	–	﹤0.01%	781
2022 Q4	$3K	Sell	25 -500	-95%	-$57.7K	﹤0.01%	710
2022 Q3	$56K	Hold	525	–	–	0.01%	214
2022 Q2	$60K	Sell	525 -300	-36%	-$34.1K	0.01%	204
2022 Q1	$94K	Buy	825 +96	+13%	+$11.6K	0.02%	170
2021 Q4	$84K	Buy	+729	New	+$95.9K	0.02%	193
2021 Q1	–	Sell	-11	Closed	-$2K	–	732
2020 Q4	$2K	Hold	11	–	–	﹤0.01%	579
2020 Q3	$2K	Hold	11	–	–	﹤0.01%	539
2020 Q2	$2K	Hold	11	–	–	﹤0.01%	526
2020 Q1	$1K	Buy	+11	New	+$1.51K	﹤0.01%	294
2018 Q3	–	Sell	-49	Closed	-$7K	–	320
2018 Q2	$7K	Hold	49	–	–	﹤0.01%	186
2018 Q1	$6K	Hold	49	–	–	﹤0.01%	203
2017 Q4	$6K	Hold	49	–	–	﹤0.01%	170
2017 Q3	$5K	Hold	49	–	–	﹤0.01%	181
2017 Q2	$4K	Buy	+49	New	+$4.52K	﹤0.01%	209

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 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

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

Financial Management Professionals's VMW Position: Q4 2023 in Review

Financial Management Professionals sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 25 shares — an estimated $4K sold.

Financial Management Professionals first reported a position in VMW in Q2 2017 and held it in 17 quarters. The position peaked at $94K in Q1 2022. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

Financial Management Professionals reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
Financial Management Professionals sold 25 VMware, Inc shares in Q4 2023, an estimated $4K.
Financial Management Professionals first reported a position in VMware, Inc in Q2 2017 and held it in 17 quarters.
Financial Management Professionals's VMware, Inc position peaked at $94K in Q1 2022.
8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Financial Management Professionals's 13F filing for Q4 2023, filed 12 Jan 2024.