KFS
VMW

Kelly Financial Services’s VMware, Inc VMW Stock Holding History

Kelly Financial Services’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
-46
Closed -$7.66K – 815
2023
Q3 		$7.66K Sell
46
-34
-43% -$5.45K ﹤0.01% 410
2023
Q2 		$11.5K Hold
80
– – 0.01% 346
2023
Q1 		$9.99K Hold
80
– – 0.01% 355
2022
Q4 		$9.82K Sell
80
-8
-9% -$922 0.01% 331
2022
Q3 		$9.37K Hold
88
– – 0.01% 332
2022
Q2 		$10K Hold
88
– – 0.01% 322
2022
Q1 		$10K Hold
88
– – ﹤0.01% 340
2021
Q4 		$10.2K Buy
+88
New +$11.6K ﹤0.01% 342

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

Kelly Financial Services's VMW Position: Q4 2023 in Review

Kelly Financial Services sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 46 shares — an estimated $7.66K sold.

Kelly Financial Services first reported a position in VMW in Q4 2021 and held it in 8 quarters. The position peaked at $11.5K in Q2 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Kelly Financial Services reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Kelly Financial Services sold 46 VMware, Inc shares in Q4 2023, an estimated $7.66K.
  • Kelly Financial Services first reported a position in VMware, Inc in Q4 2021 and held it in 8 quarters.
  • Kelly Financial Services's VMware, Inc position peaked at $11.5K in Q2 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Kelly Financial Services's 13F filing for Q4 2023, filed 17 Jul 2024.