IFAM
VMW

Institutional & Family Asset Management’s VMware, Inc VMW Stock Holding History

Institutional & Family Asset 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
-7
Closed -$1.17K – 759
2023
Q3 		$1.17K Hold
7
– – ﹤0.01% 601
2023
Q2 		$1.01K Hold
7
– – ﹤0.01% 626
2023
Q1 		$874 Hold
7
– – ﹤0.01% 641
2022
Q4 		$859 Hold
7
– – ﹤0.01% 612
2022
Q3 		$1K Hold
7
– – ﹤0.01% 693
2022
Q2 		$1K Hold
7
– – ﹤0.01% 711
2022
Q1 		$1K Hold
7
– – ﹤0.01% 749
2021
Q4 		$1K Buy
+7
New +$920 ﹤0.01% 777
2021
Q3 		– Sell
-199
Closed -$32K – 995
2021
Q2 		$32K Sell
199
-13
-6% -$2.08K 0.01% 410
2021
Q1 		$32K Hold
212
– – 0.01% 431
2020
Q4 		$30K Hold
212
– – 0.01% 393
2020
Q3 		$30K Hold
212
– – 0.01% 349
2020
Q2 		$33K Buy
212
+5
+2% +$687 0.01% 345
2020
Q1 		$25K Hold
207
– – 0.01% 348
2019
Q4 		$31K Buy
207
+17
+9% +$2.66K 0.01% 381
2019
Q3 		$29K Buy
190
+44
+30% +$6.93K 0.01% 357
2019
Q2 		$24K Sell
146
-6
-4% -$1.12K 0.01% 402
2019
Q1 		$27K Buy
152
+1
+0.7% +$163 0.01% 394
2018
Q4 		$21K Sell
151
-8
-5% -$1.21K ﹤0.01% 401
2018
Q3 		$25K Hold
159
– – ﹤0.01% 420
2018
Q2 		$23K Hold
159
– – ﹤0.01% 425
2018
Q1 		$19K Buy
+159
New +$20K ﹤0.01% 427

Other funds holding VMW

WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
AAB
ABN AMRO Bank Amsterdam, Netherlands $7.75B AUM 22.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 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 $1.25B AUM 41.83% 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

Institutional & Family Asset Management's VMW Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 7 shares — an estimated $1.17K sold.

Institutional & Family Asset Management first reported a position in VMW in Q1 2018 and held it in 22 quarters. The position peaked at $33K in Q2 2020. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Institutional & Family Asset Management reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 7 VMware, Inc shares in Q4 2023, an estimated $1.17K.
  • Institutional & Family Asset Management first reported a position in VMware, Inc in Q1 2018 and held it in 22 quarters.
  • Institutional & Family Asset Management's VMware, Inc position peaked at $33K in Q2 2020.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.