Planned Solutions’s VMware, Inc VMW Stock Holding History

Planned Solutions’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	-435	Closed	-$61K	–	440
2020 Q4	$61K	Buy	435 +100	+30%	+$14.3K	0.05%	168
2020 Q3	$48K	Buy	+335	New	+$47.6K	0.05%	155

Other funds holding VMW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Planned Solutions's VMW Position: Q1 2021 in Review

Planned Solutions sold out of VMware, Inc (VMW) in Q1 2021, closing a stake of 435 shares — an estimated $61K sold.

Planned Solutions first reported a position in VMW in Q3 2020 and held it in 2 quarters. The position peaked at $61K in Q4 2020. 596 funds tracked by Wall St. Rank hold VMW as of Q1 2021.

Planned Solutions reported no remaining VMware, Inc position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 435 VMware, Inc shares in Q1 2021, an estimated $61K.
Planned Solutions first reported a position in VMware, Inc in Q3 2020 and held it in 2 quarters.
Planned Solutions's VMware, Inc position peaked at $61K in Q4 2020.
596 funds tracked by Wall St. Rank held VMware, Inc as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.