JWM
VMW

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

Janiczek 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
-104
Closed -$17.3K – 1182
2023
Q3 		$17.3K Buy
104
+36
+53% +$5.77K ﹤0.01% 539
2023
Q2 		$9.77K Hold
68
– – ﹤0.01% 574
2023
Q1 		$8.56K Sell
68
-1
-1% -$120 ﹤0.01% 593
2022
Q4 		$8.66K Buy
69
+1
+1% +$115 ﹤0.01% 585
2022
Q3 		$7K Buy
68
+25
+58% +$2.88K ﹤0.01% 621
2022
Q2 		$5K Buy
43
+21
+95% +$2.38K ﹤0.01% 680
2022
Q1 		$3K Sell
22
-31
-58% -$3.76K ﹤0.01% 751
2021
Q4 		$6K Buy
53
+20
+61% +$2.63K ﹤0.01% 689
2021
Q3 		$5K Buy
33
+17
+106% +$2.58K ﹤0.01% 704
2021
Q2 		$3K Buy
16
+11
+220% +$1.76K ﹤0.01% 737
2021
Q1 		$1K Sell
5
-7
-58% -$1K ﹤0.01% 848
2020
Q4 		$2K Hold
12
– – ﹤0.01% 699
2020
Q3 		$2K Buy
+12
New +$1.7K ﹤0.01% 536

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

Janiczek Wealth Management's VMW Position: Q4 2023 in Review

Janiczek Wealth Management sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 104 shares — an estimated $17.3K sold.

Janiczek Wealth Management first reported a position in VMW in Q3 2020 and held it in 13 quarters. The position peaked at $17.3K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Janiczek Wealth Management reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 104 VMware, Inc shares in Q4 2023, an estimated $17.3K.
  • Janiczek Wealth Management first reported a position in VMware, Inc in Q3 2020 and held it in 13 quarters.
  • Janiczek Wealth Management's VMware, Inc position peaked at $17.3K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Janiczek Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.