MAWA
VMW

Moss Adams Wealth Advisors’s VMware, Inc VMW Stock Holding History

Moss Adams 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
-3,174
Closed -$528K – 182
2023
Q3 		$528K Sell
3,174
-273
-8% -$43.7K 0.18% 40
2023
Q2 		$495K Buy
3,447
+11
+0.3% +$1.43K 0.16% 45
2023
Q1 		$429K Buy
3,436
+257
+8% +$30.9K 0.15% 48
2022
Q4 		$390K Buy
+3,179
New +$367K 0.2% 62

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

Moss Adams Wealth Advisors's VMW Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 3,174 shares — an estimated $528K sold.

Moss Adams Wealth Advisors first reported a position in VMW in Q4 2022 and held it in 4 quarters. The position peaked at $528K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Moss Adams Wealth Advisors reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 3,174 VMware, Inc shares in Q4 2023, an estimated $528K.
  • Moss Adams Wealth Advisors first reported a position in VMware, Inc in Q4 2022 and held it in 4 quarters.
  • Moss Adams Wealth Advisors's VMware, Inc position peaked at $528K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.