FP
VMW

Financial Perspectives’s VMware, Inc VMW Stock Holding History

Financial Perspectives’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
-17
Closed -$2.83K – 729
2023
Q3 		$2.83K Hold
17
– – ﹤0.01% 566
2023
Q2 		$2.44K Hold
17
– – ﹤0.01% 563
2023
Q1 		$2.12K Hold
17
– – ﹤0.01% 574
2022
Q4 		$2.09K Hold
17
– – ﹤0.01% 580
2022
Q3 		$1.81K Hold
17
– – ﹤0.01% 585
2022
Q2 		$1.94K Hold
17
– – ﹤0.01% 590
2022
Q1 		$1.94K Hold
17
– – ﹤0.01% 611
2021
Q4 		$1.97K Buy
+17
New +$2.23K ﹤0.01% 584
2021
Q1 		– Sell
-36
Closed -$4.98K – 639
2020
Q4 		$4.98K Buy
+36
New +$5.16K ﹤0.01% 476

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

Financial Perspectives's VMW Position: Q4 2023 in Review

Financial Perspectives sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 17 shares — an estimated $2.83K sold.

Financial Perspectives first reported a position in VMW in Q4 2020 and held it in 9 quarters. The position peaked at $4.98K in Q4 2020. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Financial Perspectives reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Financial Perspectives sold 17 VMware, Inc shares in Q4 2023, an estimated $2.83K.
  • Financial Perspectives first reported a position in VMware, Inc in Q4 2020 and held it in 9 quarters.
  • Financial Perspectives's VMware, Inc position peaked at $4.98K in Q4 2020.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Financial Perspectives's 13F filing for Q4 2023, filed 1 Feb 2024.