Pacific Center for Financial Services’s VMware, Inc VMW Stock Holding History

Pacific Center for Financial Services’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	-122	Closed	-$20.3K	–	412
2023 Q3	$20.3K	Hold	122	–	–	0.01%	235
2023 Q2	$17.5K	Hold	122	–	–	0.01%	244
2023 Q1	$15.2K	Buy	+122	New	+$14.7K	0.01%	248
2022 Q3	$24K	Hold	222	–	–	0.01%	212
2022 Q2	$25K	Hold	222	–	–	0.01%	199
2022 Q1	$25K	Sell	222 -9	-4%	-$1.09K	0.01%	214
2021 Q4	$27K	Buy	231 +25	+12%	+$3.29K	0.01%	206
2021 Q3	$31K	Hold	206	–	–	0.01%	195
2021 Q2	$33K	Hold	206	–	–	0.01%	188
2021 Q1	$31K	Hold	206	–	–	0.01%	185
2020 Q4	$29K	Hold	206	–	–	0.01%	184
2020 Q3	$30K	Hold	206	–	–	0.01%	155
2020 Q2	$32K	Hold	206	–	–	0.02%	145
2020 Q1	$25K	Hold	206	–	–	0.02%	142
2019 Q4	$31K	Hold	206	–	–	0.01%	151
2019 Q3	$31K	Hold	206	–	–	0.02%	146
2019 Q2	$34K	Buy	206 +100	+94%	+$18.7K	0.02%	136
2019 Q1	$19K	Hold	106	–	–	0.01%	166
2018 Q4	$15K	Hold	106	–	–	0.01%	186
2018 Q3	$17K	Hold	106	–	–	0.01%	181
2018 Q2	$16K	Hold	106	–	–	0.01%	174
2018 Q1	$13K	Hold	106	–	–	0.01%	186
2017 Q4	$13K	Hold	106	–	–	0.01%	183
2017 Q3	$12K	Hold	106	–	–	0.01%	186
2017 Q2	$9K	Hold	106	–	–	0.01%	201
2017 Q1	$10K	Hold	106	–	–	0.01%	187
2016 Q4	$8K	Buy	+106	New	+$8.23K	0.01%	205

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 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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Pacific Center for Financial Services's VMW Position: Q4 2023 in Review

Pacific Center for Financial Services sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 122 shares — an estimated $20.3K sold.

Pacific Center for Financial Services first reported a position in VMW in Q4 2016 and held it in 27 quarters. The position peaked at $34K in Q2 2019. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

Pacific Center for Financial Services reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
Pacific Center for Financial Services sold 122 VMware, Inc shares in Q4 2023, an estimated $20.3K.
Pacific Center for Financial Services first reported a position in VMware, Inc in Q4 2016 and held it in 27 quarters.
Pacific Center for Financial Services's VMware, Inc position peaked at $34K in Q2 2019.
8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Pacific Center for Financial Services's 13F filing for Q4 2023, filed 20 Feb 2024.