LWCFA
VMW

Loring Wolcott & Coolidge Fiduciary Advisors’s VMware, Inc VMW Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
-408
Closed -$59.1K – 616
2023
Q3 		$59.1K Hold
408
– – ﹤0.01% 405
2023
Q2 		$58.6K Buy
408
+100
+32% +$13K ﹤0.01% 411
2023
Q1 		$38.5K Hold
308
– – ﹤0.01% 434
2022
Q4 		$37.8K Sell
308
-15
-5% -$1.73K ﹤0.01% 432
2022
Q3 		$34K Hold
323
– – ﹤0.01% 461
2022
Q2 		$37K Buy
323
+15
+5% +$1.7K ﹤0.01% 464
2022
Q1 		$35K Hold
308
– – ﹤0.01% 471
2021
Q4 		$36K Buy
+308
New +$40.5K ﹤0.01% 491
2021
Q3 		– Sell
-10
Closed -$2K – 958
2021
Q2 		$2K Buy
+10
New +$1.6K ﹤0.01% 910
2018
Q3 		– Sell
-100
Closed -$15K – 684
2018
Q2 		$15K Sell
100
-84
-46% -$11.6K ﹤0.01% 527
2018
Q1 		$22K Buy
184
+84
+84% +$10.6K ﹤0.01% 528
2017
Q4 		$13K Hold
100
– – ﹤0.01% 554
2017
Q3 		$11K Hold
100
– – ﹤0.01% 559
2017
Q2 		$9K Hold
100
– – ﹤0.01% 557
2017
Q1 		$9K Hold
100
– – ﹤0.01% 558
2016
Q4 		$8K Hold
100
– – ﹤0.01% 547
2016
Q3 		$7K Hold
100
– – ﹤0.01% 568
2016
Q2 		$6K Hold
100
– – ﹤0.01% 587
2016
Q1 		$5K Hold
100
– – ﹤0.01% 582
2015
Q4 		$6K Hold
100
– – ﹤0.01% 591
2015
Q3 		$9K Hold
100
– – ﹤0.01% 554
2015
Q2 		$9K Hold
100
– – ﹤0.01% 554
2015
Q1 		$8K Hold
100
– – ﹤0.01% 577
2014
Q4 		$8K Hold
100
– – ﹤0.01% 575
2014
Q3 		$9K Hold
100
– – ﹤0.01% 543
2014
Q2 		$10K Buy
+100
New +$9.72K ﹤0.01% 558
2014
Q1 		– Sell
-1,333
Closed -$120K – 643
2013
Q4 		$120K Buy
+1,333
New +$110K ﹤0.01% 309

Other funds holding VMW

WAM
Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return
AAB
ABN AMRO Bank Amsterdam, Netherlands $7.75B AUM 22.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 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 $1.25B AUM 41.83% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VMW Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 408 shares — an estimated $59.1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VMW in Q4 2013 and held it in 27 quarters. The position peaked at $120K in Q4 2013. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 408 VMware, Inc shares in Q4 2023, an estimated $59.1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VMware, Inc in Q4 2013 and held it in 27 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's VMware, Inc position peaked at $120K in Q4 2013.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.