IRC
VMW

Investors Research Corp’s VMware, Inc VMW Stock Holding History

Investors Research Corp’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
-650
Closed -$108K – 1100
2023
Q3 		$108K Sell
650
-4,325
-87% -$693K 0.03% 398
2023
Q2 		$715K Hold
4,975
– – 0.18% 153
2023
Q1 		$621K Sell
4,975
-250
-5% -$30K 0.16% 170
2022
Q4 		$641K Sell
5,225
-100
-2% -$11.5K 0.17% 168
2022
Q3 		$567K Hold
5,325
– – 0.17% 163
2022
Q2 		$607K Buy
5,325
+225
+4% +$25.5K 0.18% 161
2022
Q1 		$581K Buy
5,100
+100
+2% +$12.1K 0.16% 174
2021
Q4 		$579K Buy
+5,000
New +$657K 0.18% 170

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 $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

Investors Research Corp's VMW Position: Q4 2023 in Review

Investors Research Corp sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 650 shares — an estimated $108K sold.

Investors Research Corp first reported a position in VMW in Q4 2021 and held it in 8 quarters. The position peaked at $715K in Q2 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Investors Research Corp reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Investors Research Corp sold 650 VMware, Inc shares in Q4 2023, an estimated $108K.
  • Investors Research Corp first reported a position in VMware, Inc in Q4 2021 and held it in 8 quarters.
  • Investors Research Corp's VMware, Inc position peaked at $715K in Q2 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Investors Research Corp's 13F filing for Q4 2023, filed 30 Jan 2024.