GFPC
VMW

Global Financial Private Client’s VMware, Inc VMW Stock Holding History

Global Financial Private Client’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
Closed -$333 – 709
2023
Q3 		$333 Hold
2
– – ﹤0.01% 661
2023
Q2 		$288 Hold
2
– – ﹤0.01% 657
2023
Q1 		$250 Hold
2
– – ﹤0.01% 664
2022
Q4 		$246 Hold
2
– – ﹤0.01% 660
2022
Q3 		$217 Hold
2
– – ﹤0.01% 639
2022
Q2 		$228 Hold
2
– – ﹤0.01% 641
2022
Q1 		$228 Hold
2
– – ﹤0.01% 643
2021
Q4 		$232 Hold
2
– – ﹤0.01% 635
2021
Q3 		$304 Hold
2
– – ﹤0.01% 588
2021
Q2 		$312 Hold
2
– – ﹤0.01% 593
2021
Q1 		$305 Hold
2
– – ﹤0.01% 565
2020
Q4 		$281 Buy
+2
New +$286 ﹤0.01% 550

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

Global Financial Private Client's VMW Position: Q4 2023 in Review

Global Financial Private Client sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 2 shares — an estimated $333 sold.

Global Financial Private Client first reported a position in VMW in Q4 2020 and held it in 12 quarters. The position peaked at $333 in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Global Financial Private Client reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Global Financial Private Client sold 2 VMware, Inc shares in Q4 2023, an estimated $333.
  • Global Financial Private Client first reported a position in VMware, Inc in Q4 2020 and held it in 12 quarters.
  • Global Financial Private Client's VMware, Inc position peaked at $333 in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Global Financial Private Client's 13F filing for Q4 2023, filed 16 May 2024.