KFI
VMW

Key Financial Inc’s VMware, Inc VMW Stock Holding History

Key Financial Inc’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
-323
Closed -$53.8K – 1363
2023
Q3 		$53.8K Hold
323
– – 0.02% 397
2023
Q2 		$46.4K Hold
323
– – 0.02% 420
2023
Q1 		$40.3K Hold
323
– – 0.01% 424
2022
Q4 		$34.4K Hold
323
– – 0.02% 415
2022
Q3 		$34K Hold
323
– – 0.02% 426
2022
Q2 		$37K Hold
323
– – 0.02% 410
2022
Q1 		$37K Hold
323
– – 0.02% 399
2021
Q4 		$37K Buy
323
+257
+389% +$33.8K 0.02% 392
2021
Q3 		$10K Hold
66
– – 0.01% 589
2021
Q2 		$10K Buy
+66
New +$10.6K 0.01% 578

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

Key Financial Inc's VMW Position: Q4 2023 in Review

Key Financial Inc sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 323 shares — an estimated $53.8K sold.

Key Financial Inc first reported a position in VMW in Q2 2021 and held it in 10 quarters. The position peaked at $53.8K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Key Financial Inc reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Key Financial Inc sold 323 VMware, Inc shares in Q4 2023, an estimated $53.8K.
  • Key Financial Inc first reported a position in VMware, Inc in Q2 2021 and held it in 10 quarters.
  • Key Financial Inc's VMware, Inc position peaked at $53.8K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.