IWP
VMW

IAG Wealth Partners’s VMware, Inc VMW Stock Holding History

IAG Wealth Partners’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
-8
Closed -$1.33K – 472
2023
Q3 		$1.33K Hold
8
– – ﹤0.01% 409
2023
Q2 		$1.15K Hold
8
– – ﹤0.01% 416
2023
Q1 		$999 Hold
8
– – ﹤0.01% 420
2022
Q4 		$982 Hold
8
– – ﹤0.01% 406
2022
Q3 		$1K Hold
8
– – ﹤0.01% 428
2022
Q2 		$1K Hold
8
– – ﹤0.01% 430
2022
Q1 		$1K Hold
8
– – ﹤0.01% 438
2021
Q4 		$1K Buy
+8
New +$1.05K ﹤0.01% 396

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 $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

IAG Wealth Partners's VMW Position: Q4 2023 in Review

IAG Wealth Partners sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 8 shares — an estimated $1.33K sold.

IAG Wealth Partners first reported a position in VMW in Q4 2021 and held it in 8 quarters. The position peaked at $1.33K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • IAG Wealth Partners reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 8 VMware, Inc shares in Q4 2023, an estimated $1.33K.
  • IAG Wealth Partners first reported a position in VMware, Inc in Q4 2021 and held it in 8 quarters.
  • IAG Wealth Partners's VMware, Inc position peaked at $1.33K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.