NECFA
VMW

New England Capital Financial Advisors’s VMware, Inc VMW Stock Holding History

New England Capital Financial 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
-13
Closed -$2.17K – 416
2023
Q3 		$2.17K Hold
13
– – ﹤0.01% 313
2023
Q2 		$1.87K Hold
13
– – ﹤0.01% 317
2023
Q1 		$1.62K Hold
13
– – ﹤0.01% 353
2022
Q4 		$1.61K Buy
+13
New +$1.5K ﹤0.01% 352

Other funds holding VMW

WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 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

New England Capital Financial Advisors's VMW Position: Q4 2023 in Review

New England Capital Financial Advisors sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 13 shares — an estimated $2.17K sold.

New England Capital Financial Advisors first reported a position in VMW in Q4 2022 and held it in 4 quarters. The position peaked at $2.17K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • New England Capital Financial Advisors reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 13 VMware, Inc shares in Q4 2023, an estimated $2.17K.
  • New England Capital Financial Advisors first reported a position in VMware, Inc in Q4 2022 and held it in 4 quarters.
  • New England Capital Financial Advisors's VMware, Inc position peaked at $2.17K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on New England Capital Financial Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.