Linscomb Wealth’s VMware, Inc VMW Stock Holding History

Linscomb Wealth’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 Q3	–	Sell	-1,425	Closed	-$221K	–	314
2020 Q2	$221K	Sell	1,425 -5,852	-80%	-$804K	0.02%	271
2020 Q1	$881K	Sell	7,277 -1,646	-18%	-$226K	0.08%	153
2019 Q4	$1.35M	Buy	+8,923	New	+$1.4M	0.09%	158

Other funds holding VMW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Linscomb Wealth's VMW Position: Q3 2020 in Review

Linscomb Wealth sold out of VMware, Inc (VMW) in Q3 2020, closing a stake of 1,425 shares — an estimated $221K sold.

Linscomb Wealth first reported a position in VMW in Q4 2019 and held it in 3 quarters. The position peaked at $1.35M in Q4 2019. 598 funds tracked by Wall St. Rank hold VMW as of Q3 2020.

Linscomb Wealth reported no remaining VMware, Inc position as of Q3 2020 after selling out during the quarter.
Linscomb Wealth sold 1,425 VMware, Inc shares in Q3 2020, an estimated $221K.
Linscomb Wealth first reported a position in VMware, Inc in Q4 2019 and held it in 3 quarters.
Linscomb Wealth's VMware, Inc position peaked at $1.35M in Q4 2019.
598 funds tracked by Wall St. Rank held VMware, Inc as of Q3 2020.

Based on Linscomb Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.