IFWM
VMW

Institute for Wealth Management’s VMware, Inc VMW Stock Holding History

Institute for 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
2023
Q4 		– Sell
-8,002
Closed -$1.33M – 497
2023
Q3 		$1.33M Sell
8,002
-306
-4% -$49K 0.24% 103
2023
Q2 		$1.19M Sell
8,308
-9
-0.1% -$1.17K 0.2% 124
2023
Q1 		$1.04M Sell
8,317
-33
-0.4% -$3.96K 0.2% 133
2022
Q4 		$1.03M Sell
8,350
-153
-2% -$17.6K 0.22% 130
2022
Q3 		$905K Sell
8,503
-38
-0.4% -$4.38K 0.2% 134
2022
Q2 		$974K Sell
8,541
-92
-1% -$10.4K 0.19% 138
2022
Q1 		$983K Sell
8,633
-57
-0.7% -$6.91K 0.16% 160
2021
Q4 		$1.01M Buy
+8,690
New +$1.14M 0.16% 158

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

Institute for Wealth Management's VMW Position: Q4 2023 in Review

Institute for Wealth Management sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 8,002 shares — an estimated $1.33M sold.

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

  • Institute for Wealth Management reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Institute for Wealth Management sold 8,002 VMware, Inc shares in Q4 2023, an estimated $1.33M.
  • Institute for Wealth Management first reported a position in VMware, Inc in Q4 2021 and held it in 8 quarters.
  • Institute for Wealth Management's VMware, Inc position peaked at $1.33M in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Institute for Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.