OIA
VMW

Optimum Investment Advisors’s VMware, Inc VMW Stock Holding History

Optimum Investment 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
Q1 		– Sell
-25
Closed -$3.07K – 790
2022
Q4 		$3.07K Hold
25
– – ﹤0.01% 663
2022
Q3 		$3K Hold
25
– – ﹤0.01% 713
2022
Q2 		$3K Hold
25
– – ﹤0.01% 745
2022
Q1 		$3K Hold
25
– – ﹤0.01% 779
2021
Q4 		$3K Buy
+25
New +$3.29K ﹤0.01% 771
2014
Q3 		– Sell
-600
Closed -$58K – 965
2014
Q2 		$58K Buy
600
+200
+50% +$19.4K 0.02% 451
2014
Q1 		$43K Hold
400
– – 0.02% 416
2013
Q4 		$36K Hold
400
– – 0.01% 441
2013
Q3 		$32K Buy
+400
New +$32.3K 0.01% 432

Other funds holding VMW

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimum Investment Advisors's VMW Position: Q1 2023 in Review

Optimum Investment Advisors sold out of VMware, Inc (VMW) in Q1 2023, closing a stake of 25 shares — an estimated $3.07K sold.

Optimum Investment Advisors first reported a position in VMW in Q3 2013 and held it in 9 quarters. The position peaked at $58K in Q2 2014. 856 funds tracked by Wall St. Rank hold VMW as of Q1 2023.

  • Optimum Investment Advisors reported no remaining VMware, Inc position as of Q1 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 25 VMware, Inc shares in Q1 2023, an estimated $3.07K.
  • Optimum Investment Advisors first reported a position in VMware, Inc in Q3 2013 and held it in 9 quarters.
  • Optimum Investment Advisors's VMware, Inc position peaked at $58K in Q2 2014.
  • 856 funds tracked by Wall St. Rank held VMware, Inc as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.