FGA
VMW

Fortis Group Advisors’s VMware, Inc VMW Stock Holding History

Fortis Group Advisors’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
-10
Closed -$1.66K – 455
2023
Q3 		$1.66K Buy
+10
New +$1.6K ﹤0.01% 371

Other funds holding VMW

WAM
Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return
AAB
ABN AMRO Bank Amsterdam, Netherlands $7.75B AUM 22.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 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 $1.25B AUM 41.83% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Fortis Group Advisors's VMW Position: Q4 2023 in Review

Fortis Group Advisors sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 10 shares — an estimated $1.66K sold.

Fortis Group Advisors first reported a position in VMW in Q3 2023 and held it in 1 quarter. The position peaked at $1.66K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Fortis Group Advisors reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Fortis Group Advisors sold 10 VMware, Inc shares in Q4 2023, an estimated $1.66K.
  • Fortis Group Advisors first reported a position in VMware, Inc in Q3 2023 and held it in 1 quarter.
  • Fortis Group Advisors's VMware, Inc position peaked at $1.66K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Fortis Group Advisors's 13F filing for Q4 2023, filed 4 Mar 2024.