IA
VMW

IFS Advisors’s VMware, Inc VMW Stock Holding History

IFS 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 – 154
2023
Q3 		$1.66K Hold
10
– – ﹤0.01% 113
2023
Q2 		$1.44K Hold
10
– – ﹤0.01% 116
2023
Q1 		$1.25K Hold
10
– – 0.01% 94
2022
Q4 		$1.23K Hold
10
– – ﹤0.01% 102
2022
Q3 		$1K Hold
10
– – ﹤0.01% 102
2022
Q2 		$1K Hold
10
– – ﹤0.01% 101
2022
Q1 		$1K Hold
10
– – ﹤0.01% 110
2021
Q4 		$1K Buy
+10
New +$1.31K ﹤0.01% 120
2021
Q1 		– Sell
-10
Closed -$1K – 166
2020
Q4 		$1K Buy
+10
New +$1.43K ﹤0.01% 162

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

IFS Advisors's VMW Position: Q4 2023 in Review

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

IFS Advisors first reported a position in VMW in Q4 2020 and held it in 9 quarters. The position peaked at $1.66K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • IFS Advisors reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • IFS Advisors sold 10 VMware, Inc shares in Q4 2023, an estimated $1.66K.
  • IFS Advisors first reported a position in VMware, Inc in Q4 2020 and held it in 9 quarters.
  • IFS 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 IFS Advisors's 13F filing for Q4 2023, filed 5 Jan 2024.