LWM
VMW

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

Liberty 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
2021
Q4 		– Sell
-551
Closed -$82K – 1168
2021
Q3 		$82K Sell
551
-121
-18% -$18.3K 0.03% 327
2021
Q2 		$107K Sell
672
-68
-9% -$10.9K 0.04% 210
2021
Q1 		$102K Hold
740
– – 0.05% 177
2020
Q4 		$102K Sell
740
-1
-0.1% -$143 0.05% 175
2020
Q3 		$106K Sell
741
-30
-4% -$4.26K 0.06% 153
2020
Q2 		$119K Buy
771
+30
+4% +$4.12K 0.08% 130
2020
Q1 		$90K Sell
741
-9
-1% -$1.24K 0.08% 149
2019
Q4 		$114K Buy
750
+70
+10% +$11K 0.09% 148
2019
Q3 		$102K Buy
680
+46
+7% +$7.24K 0.1% 148
2019
Q2 		$106K Sell
634
-22
-3% -$4.12K 0.09% 161
2019
Q1 		$118K Buy
656
+10
+2% +$1.63K 0.09% 124
2018
Q4 		$88K Buy
+646
New +$97.6K 0.07% 139

Other funds holding VMW

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Liberty Wealth Management's VMW Position: Q4 2021 in Review

Liberty Wealth Management sold out of VMware, Inc (VMW) in Q4 2021, closing a stake of 551 shares — an estimated $82K sold.

Liberty Wealth Management first reported a position in VMW in Q4 2018 and held it in 12 quarters. The position peaked at $119K in Q2 2020. 896 funds tracked by Wall St. Rank hold VMW as of Q4 2021.

  • Liberty Wealth Management reported no remaining VMware, Inc position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 551 VMware, Inc shares in Q4 2021, an estimated $82K.
  • Liberty Wealth Management first reported a position in VMware, Inc in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's VMware, Inc position peaked at $119K in Q2 2020.
  • 896 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.