FWM
VMW

Focused Wealth Management’s VMware, Inc VMW Stock Holding History

Focused Wealth 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
2021
Q3 		– Sell
-3,000
Closed -$18K – 1135
2021
Q2 		$18K Buy
+3,000
New +$480K ﹤0.01% 528
2019
Q1 		– Sell
-800
Closed -$6K – 769
2018
Q4 		$6K Hold
800
– – ﹤0.01% 528
2018
Q3 		$8K Sell
800
-15,200
-95% -$2.33M ﹤0.01% 476
2018
Q2 		$35K Buy
+16,000
New +$2.21M 0.01% 306

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 $4.82B AUM 20.19% 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

Focused Wealth Management's VMW Position: Q4 2023 in Review

Focused Wealth Management sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 43 shares — an estimated $7.18K sold.

Focused Wealth Management first reported a position in VMW in Q3 2013 and held it in 24 quarters. The position peaked at $170K in Q4 2013. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Focused Wealth Management reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Focused Wealth Management sold 43 VMware, Inc shares in Q4 2023, an estimated $7.18K.
  • Focused Wealth Management first reported a position in VMware, Inc in Q3 2013 and held it in 24 quarters.
  • Focused Wealth Management's VMware, Inc position peaked at $170K in Q4 2013.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Focused Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.