LNWWM
VMW

Laird Norton Wetherby Wealth Management’s VMware, Inc VMW Stock Holding History

Laird Norton Wetherby 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
-9,365
Closed -$1.56M – 984
2023
Q3 		$1.56M Buy
9,365
+29
+0.3% +$4.64K 0.09% 246
2023
Q2 		$1.34M Buy
9,336
+2,200
+31% +$285K 0.07% 277
2023
Q1 		$891K Buy
7,136
+690
+11% +$82.9K 0.05% 363
2022
Q4 		$791K Sell
6,446
-433
-6% -$49.9K 0.05% 375
2022
Q3 		$732K Buy
6,879
+474
+7% +$54.6K 0.05% 359
2022
Q2 		$730K Buy
6,405
+1,226
+24% +$139K 0.05% 371
2022
Q1 		$590K Sell
5,179
-681
-12% -$82.5K 0.03% 465
2021
Q4 		$679K Buy
5,860
+3,174
+118% +$417K 0.04% 411
2021
Q3 		$399K Buy
2,686
+554
+26% +$84K 0.02% 588
2021
Q2 		$341K Sell
2,132
-13
-0.6% -$2.08K 0.02% 668
2021
Q1 		$323K Sell
2,145
-116
-5% -$16.6K 0.02% 583
2020
Q4 		$317K Sell
2,261
-326
-13% -$46.7K 0.02% 644
2020
Q3 		$372K Buy
2,587
+235
+10% +$33.4K 0.03% 456
2020
Q2 		$364K Sell
2,352
-101
-4% -$13.9K 0.03% 447
2020
Q1 		$297K Buy
2,453
+8
+0.3% +$1.1K 0.03% 456
2019
Q4 		$371K Buy
2,445
+20
+0.8% +$3.13K 0.04% 479
2019
Q3 		$364K Sell
2,425
-98
-4% -$15.4K 0.04% 491
2019
Q2 		$422K Buy
2,523
+94
+4% +$17.6K 0.05% 439
2019
Q1 		$439K Buy
2,429
+12
+0.5% +$1.96K 0.05% 399
2018
Q4 		$331K Buy
2,417
+306
+14% +$46.2K 0.05% 434
2018
Q3 		$329K Buy
2,111
+28
+1% +$4.29K 0.04% 476
2018
Q2 		$306K Buy
2,083
+114
+6% +$15.7K 0.04% 468
2018
Q1 		$239K Sell
1,969
-317
-14% -$39.9K 0.03% 552
2017
Q4 		$286K Buy
2,286
+98
+4% +$11.8K 0.04% 486
2017
Q3 		$239K Buy
+2,188
New +$216K 0.04% 515
2017
Q2 		– Sell
-2,518
Closed -$232K – 585
2017
Q1 		$232K Buy
+2,518
New +$222K 0.04% 486

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 $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

Laird Norton Wetherby Wealth Management's VMW Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 9,365 shares — an estimated $1.56M sold.

Laird Norton Wetherby Wealth Management first reported a position in VMW in Q1 2017 and held it in 26 quarters. The position peaked at $1.56M in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Laird Norton Wetherby Wealth Management reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 9,365 VMware, Inc shares in Q4 2023, an estimated $1.56M.
  • Laird Norton Wetherby Wealth Management first reported a position in VMware, Inc in Q1 2017 and held it in 26 quarters.
  • Laird Norton Wetherby Wealth Management's VMware, Inc position peaked at $1.56M in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.