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

Jeppson 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
2020 Q4	–	Sell	-145	Closed	-$21K	–	490
2020 Q3	$21K	Buy	+145	New	+$20.6K	0.02%	333

Other funds holding VMW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jeppson Wealth Management's VMW Position: Q4 2020 in Review

Jeppson Wealth Management sold out of VMware, Inc (VMW) in Q4 2020, closing a stake of 145 shares — an estimated $21K sold.

Jeppson Wealth Management first reported a position in VMW in Q3 2020 and held it in 1 quarter. The position peaked at $21K in Q3 2020. 619 funds tracked by Wall St. Rank hold VMW as of Q4 2020.

Jeppson Wealth Management reported no remaining VMware, Inc position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 145 VMware, Inc shares in Q4 2020, an estimated $21K.
Jeppson Wealth Management first reported a position in VMware, Inc in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's VMware, Inc position peaked at $21K in Q3 2020.
619 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.