KWM
VMW

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

Kingsview 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
-1,984
Closed -$330K – 1036
2023
Q3 		$330K Sell
1,984
-88
-4% -$14.1K 0.01% 722
2023
Q2 		$298K Buy
+2,072
New +$269K 0.01% 742
2021
Q4 		– Sell
-1,440
Closed -$214K – 1056
2021
Q3 		$214K Buy
+1,440
New +$218K 0.01% 787
2019
Q3 		– Sell
-2,389
Closed -$399K – 496
2019
Q2 		$399K Sell
2,389
-25
-1% -$4.68K 0.07% 275
2019
Q1 		$436K Buy
+2,414
New +$393K 0.07% 283

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 $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

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

Kingsview Wealth Management sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 1,984 shares — an estimated $330K sold.

Kingsview Wealth Management first reported a position in VMW in Q1 2019 and held it in 5 quarters. The position peaked at $436K in Q1 2019. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Kingsview Wealth Management reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 1,984 VMware, Inc shares in Q4 2023, an estimated $330K.
  • Kingsview Wealth Management first reported a position in VMware, Inc in Q1 2019 and held it in 5 quarters.
  • Kingsview Wealth Management's VMware, Inc position peaked at $436K in Q1 2019.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.