LPWM
VMW

Lake Point Wealth Management’s VMware, Inc VMW Stock Holding History

Lake Point 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
2020
Q1 		– Sell
-25
Closed -$4K – 484
2019
Q4 		$4K Buy
+25
New +$3.92K ﹤0.01% 409
2019
Q2 		$4K Hold
25
– – ﹤0.01% 463
2019
Q1 		$4K Sell
25
-115
-82% -$18.7K ﹤0.01% 463
2018
Q4 		$19K Buy
+140
New +$21.1K 0.01% 357

Other funds holding VMW

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Lake Point Wealth Management's VMW Position: Q1 2020 in Review

Lake Point Wealth Management sold out of VMware, Inc (VMW) in Q1 2020, closing a stake of 25 shares — an estimated $4K sold.

Lake Point Wealth Management first reported a position in VMW in Q4 2018 and held it in 4 quarters. The position peaked at $19K in Q4 2018. 498 funds tracked by Wall St. Rank hold VMW as of Q1 2020.

  • Lake Point Wealth Management reported no remaining VMware, Inc position as of Q1 2020 after selling out during the quarter.
  • Lake Point Wealth Management sold 25 VMware, Inc shares in Q1 2020, an estimated $4K.
  • Lake Point Wealth Management first reported a position in VMware, Inc in Q4 2018 and held it in 4 quarters.
  • Lake Point Wealth Management's VMware, Inc position peaked at $19K in Q4 2018.
  • 498 funds tracked by Wall St. Rank held VMware, Inc as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.