FIA
VMW

Foundations Investment Advisors’s VMware, Inc VMW Stock Holding History

Foundations Investment 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
-2,150
Closed -$358K – 743
2023
Q3 		$358K Buy
2,150
+25
+1% +$4K 0.01% 469
2023
Q2 		$305K Buy
+2,125
New +$276K 0.01% 470

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 $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

Foundations Investment Advisors's VMW Position: Q4 2023 in Review

Foundations Investment Advisors sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 2,150 shares — an estimated $358K sold.

Foundations Investment Advisors first reported a position in VMW in Q2 2023 and held it in 2 quarters. The position peaked at $358K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Foundations Investment Advisors reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,150 VMware, Inc shares in Q4 2023, an estimated $358K.
  • Foundations Investment Advisors first reported a position in VMware, Inc in Q2 2023 and held it in 2 quarters.
  • Foundations Investment Advisors's VMware, Inc position peaked at $358K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Foundations Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.