IAN
VMW

Integrated Advisors Network’s VMware, Inc VMW Stock Holding History

Integrated Advisors Network’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
-1,215
Closed -$202K – 718
2023
Q3 		$202K Sell
1,215
-579
-32% -$92.7K 0.01% 624
2023
Q2 		$258K Sell
1,794
-71
-4% -$9.21K 0.01% 577
2023
Q1 		$233K Hold
1,865
– – 0.01% 601
2022
Q4 		$229K Sell
1,865
-15
-0.8% -$1.73K 0.01% 564
2022
Q3 		$200K Sell
1,880
-142
-7% -$16.4K 0.01% 601
2022
Q2 		$230K Buy
2,022
+36
+2% +$4.09K 0.02% 592
2022
Q1 		$226K Buy
1,986
+62
+3% +$7.51K 0.01% 613
2021
Q4 		$223K Buy
1,924
+309
+19% +$40.6K 0.01% 579
2021
Q3 		$240K Sell
1,615
-116
-7% -$17.6K 0.02% 554
2021
Q2 		$277K Buy
1,731
+8
+0.5% +$1.28K 0.02% 499
2021
Q1 		$259K Buy
1,723
+18
+1% +$2.57K 0.02% 467
2020
Q4 		$239K Buy
+1,705
New +$244K 0.03% 443
2020
Q3 		– Sell
-1,508
Closed -$234K – 495
2020
Q2 		$234K Buy
+1,508
New +$207K 0.03% 392
2020
Q1 		– Sell
-1,328
Closed -$202K – 461
2019
Q4 		$202K Buy
+1,328
New +$208K 0.03% 401

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

Integrated Advisors Network's VMW Position: Q4 2023 in Review

Integrated Advisors Network sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 1,215 shares — an estimated $202K sold.

Integrated Advisors Network first reported a position in VMW in Q4 2019 and held it in 14 quarters. The position peaked at $277K in Q2 2021. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Integrated Advisors Network reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Integrated Advisors Network sold 1,215 VMware, Inc shares in Q4 2023, an estimated $202K.
  • Integrated Advisors Network first reported a position in VMware, Inc in Q4 2019 and held it in 14 quarters.
  • Integrated Advisors Network's VMware, Inc position peaked at $277K in Q2 2021.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Integrated Advisors Network's 13F filing for Q4 2023, filed 26 Feb 2024.