HWA
VMW

HHM Wealth Advisors’s VMware, Inc VMW Stock Holding History

HHM Wealth 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
-25
Closed -$4.16K – 832
2023
Q3 		$4.16K Hold
25
– – ﹤0.01% 656
2023
Q2 		$3.59K Hold
25
– – ﹤0.01% 696
2023
Q1 		$3.12K Hold
25
– – ﹤0.01% 695
2022
Q4 		$3.07K Hold
25
– – ﹤0.01% 572
2022
Q3 		$3K Hold
25
– – ﹤0.01% 588
2022
Q2 		$3K Hold
25
– – ﹤0.01% 729
2022
Q1 		$3K Sell
25
-25
-50% -$3.03K ﹤0.01% 663
2021
Q4 		$6K Buy
+50
New +$6.57K ﹤0.01% 571

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

HHM Wealth Advisors's VMW Position: Q4 2023 in Review

HHM Wealth Advisors sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 25 shares — an estimated $4.16K sold.

HHM Wealth Advisors first reported a position in VMW in Q4 2021 and held it in 8 quarters. The position peaked at $6K in Q4 2021. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • HHM Wealth Advisors reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 25 VMware, Inc shares in Q4 2023, an estimated $4.16K.
  • HHM Wealth Advisors first reported a position in VMware, Inc in Q4 2021 and held it in 8 quarters.
  • HHM Wealth Advisors's VMware, Inc position peaked at $6K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.