IWM
VMW

IHT Wealth Management’s VMware, Inc VMW Stock Holding History

IHT Wealth Management’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
2021
Q3 		– Sell
-1,950
Closed -$312K – 998
2021
Q2 		$312K Sell
1,950
-244
-11% -$39K 0.02% 700
2021
Q1 		$330K Buy
2,194
+114
+5% +$16.3K 0.02% 600
2020
Q4 		$292K Buy
2,080
+213
+11% +$30.5K 0.02% 575
2020
Q3 		$268K Buy
1,867
+196
+12% +$27.8K 0.03% 514
2020
Q2 		$259K Buy
+1,671
New +$230K 0.04% 447
2018
Q2 		– Sell
-75
Closed -$9K – 1451
2018
Q1 		$9K Hold
75
– – ﹤0.01% 1225
2017
Q4 		$10K Buy
75
+15
+25% +$1.8K ﹤0.01% 1210
2017
Q3 		$7K Sell
60
-172
-74% -$17K ﹤0.01% 1041
2017
Q2 		$94 Sell
232
-90
-28% -$8.3K 0.05% 353
2017
Q1 		$29K Buy
322
+96
+42% +$8.45K 0.02% 556
2016
Q4 		$18K Buy
+226
New +$17.5K 0.01% 675

Other funds holding VMW

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IHT Wealth Management's VMW Position: Q3 2021 in Review

IHT Wealth Management sold out of VMware, Inc (VMW) in Q3 2021, closing a stake of 1,950 shares — an estimated $312K sold.

IHT Wealth Management first reported a position in VMW in Q4 2016 and held it in 11 quarters. The position peaked at $330K in Q1 2021. 586 funds tracked by Wall St. Rank hold VMW as of Q3 2021.

  • IHT Wealth Management reported no remaining VMware, Inc position as of Q3 2021 after selling out during the quarter.
  • IHT Wealth Management sold 1,950 VMware, Inc shares in Q3 2021, an estimated $312K.
  • IHT Wealth Management first reported a position in VMware, Inc in Q4 2016 and held it in 11 quarters.
  • IHT Wealth Management's VMware, Inc position peaked at $330K in Q1 2021.
  • 586 funds tracked by Wall St. Rank held VMware, Inc as of Q3 2021.

Based on IHT Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.