LWMM
VMW

Legacy Wealth Management (Mississippi)’s VMware, Inc VMW Stock Holding History

Legacy Wealth Management (Mississippi)’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
2021
Q2 		– Sell
-4,188
Closed -$630K – 103
2021
Q1 		$630K Hold
4,188
– – 0.38% 62
2020
Q4 		$587K Sell
4,188
-215
-5% -$30.8K 0.37% 61
2020
Q3 		$633K Hold
4,403
– – 0.44% 58
2020
Q2 		$682K Buy
4,403
+45
+1% +$6.18K 0.52% 55
2020
Q1 		$528K Buy
+4,358
New +$599K 0.49% 59

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Vanguard Group
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s VMW Position: Q2 2021 in Review

Legacy Wealth Management (Mississippi) sold out of VMware, Inc (VMW) in Q2 2021, closing a stake of 4,188 shares — an estimated $630K sold.

Legacy Wealth Management (Mississippi) first reported a position in VMW in Q1 2020 and held it in 5 quarters. The position peaked at $682K in Q2 2020. 623 funds tracked by Wall St. Rank hold VMW as of Q2 2021.

  • Legacy Wealth Management (Mississippi) reported no remaining VMware, Inc position as of Q2 2021 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 4,188 VMware, Inc shares in Q2 2021, an estimated $630K.
  • Legacy Wealth Management (Mississippi) first reported a position in VMware, Inc in Q1 2020 and held it in 5 quarters.
  • Legacy Wealth Management (Mississippi)'s VMware, Inc position peaked at $682K in Q2 2020.
  • 623 funds tracked by Wall St. Rank held VMware, Inc as of Q2 2021.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2021, filed 12 Dec 2024.