PWPS
VMW

Pinnacle Wealth Planning Services’s VMware, Inc VMW Stock Holding History

Pinnacle Wealth Planning 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
2021
Q1 		– Sell
-1,114
Closed -$156K – 2110
2020
Q4 		$156K Buy
+1,114
New +$160K 0.04% 336

Other funds holding VMW

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Swedbank
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pinnacle Wealth Planning Services's VMW Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of VMware, Inc (VMW) in Q1 2021, closing a stake of 1,114 shares — an estimated $156K sold.

Pinnacle Wealth Planning Services first reported a position in VMW in Q4 2020 and held it in 1 quarter. The position peaked at $156K in Q4 2020. 596 funds tracked by Wall St. Rank hold VMW as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining VMware, Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,114 VMware, Inc shares in Q1 2021, an estimated $156K.
  • Pinnacle Wealth Planning Services first reported a position in VMware, Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's VMware, Inc position peaked at $156K in Q4 2020.
  • 596 funds tracked by Wall St. Rank held VMware, Inc as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.