JWA
VMW

JFS Wealth Advisors’s VMware, Inc VMW Stock Holding History

JFS Wealth Advisors’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
Q3 		– Sell
-16
Closed -$2.3K – 2014
2023
Q2 		$2.3K Hold
16
– – ﹤0.01% 1333
2023
Q1 		$2K Sell
16
-2
-11% -$240 ﹤0.01% 1365
2022
Q4 		$2.21K Sell
18
-7
-28% -$807 ﹤0.01% 1339
2022
Q3 		$3K Hold
25
– – ﹤0.01% 1262
2022
Q2 		$3K Sell
25
-19
-43% -$2.16K ﹤0.01% 1261
2022
Q1 		$5K Buy
44
+23
+110% +$2.79K ﹤0.01% 1097
2021
Q4 		$2K Buy
+21
New +$2.76K ﹤0.01% 1212
2015
Q1 		– Sell
-18
Closed -$1K – 543
2014
Q4 		$1K Sell
18
-17
-49% -$1.45K ﹤0.01% 510
2014
Q3 		$3K Sell
35
-6
-15% -$584 ﹤0.01% 418
2014
Q2 		$4K Buy
+41
New +$3.99K ﹤0.01% 399

Other funds holding VMW

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JFS Wealth Advisors's VMW Position: Q3 2023 in Review

JFS Wealth Advisors sold out of VMware, Inc (VMW) in Q3 2023, closing a stake of 16 shares — an estimated $2.3K sold.

JFS Wealth Advisors first reported a position in VMW in Q2 2014 and held it in 10 quarters. The position peaked at $5K in Q1 2022. 777 funds tracked by Wall St. Rank hold VMW as of Q3 2023.

  • JFS Wealth Advisors reported no remaining VMware, Inc position as of Q3 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 16 VMware, Inc shares in Q3 2023, an estimated $2.3K.
  • JFS Wealth Advisors first reported a position in VMware, Inc in Q2 2014 and held it in 10 quarters.
  • JFS Wealth Advisors's VMware, Inc position peaked at $5K in Q1 2022.
  • 777 funds tracked by Wall St. Rank held VMware, Inc as of Q3 2023.

Based on JFS Wealth Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.