LWA
VMW

Lowe Wealth Advisors’s VMware, Inc VMW Stock Holding History

Lowe Wealth 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
-81
Closed -$13.5K – 321
2023
Q3 		$13.5K Hold
81
– – 0.01% 178
2023
Q2 		$11.6K Hold
81
– – 0.01% 205
2023
Q1 		$10.1K Hold
81
– – 0.01% 204
2022
Q4 		$9.94K Hold
81
– – 0.01% 217
2022
Q3 		$9K Hold
81
– – 0.01% 206
2022
Q2 		$9K Hold
81
– – ﹤0.01% 197
2022
Q1 		$9K Hold
81
– – ﹤0.01% 210
2021
Q4 		$9K Buy
+81
New +$10.7K ﹤0.01% 202

Other funds holding VMW

WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
AAB
ABN AMRO Bank Amsterdam, Netherlands $9.27B AUM 20.48% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 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 $1.2B AUM 37.55% 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

Lowe Wealth Advisors's VMW Position: Q4 2023 in Review

Lowe Wealth Advisors sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 81 shares — an estimated $13.5K sold.

Lowe Wealth Advisors first reported a position in VMW in Q4 2021 and held it in 8 quarters. The position peaked at $13.5K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Lowe Wealth Advisors reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Lowe Wealth Advisors sold 81 VMware, Inc shares in Q4 2023, an estimated $13.5K.
  • Lowe Wealth Advisors first reported a position in VMware, Inc in Q4 2021 and held it in 8 quarters.
  • Lowe Wealth Advisors's VMware, Inc position peaked at $13.5K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Lowe Wealth Advisors's 13F filing for Q4 2023, filed 5 Jan 2024.