PWMG
VMW

Prestige Wealth Management Group’s VMware, Inc VMW Stock Holding History

Prestige Wealth Management Group’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
-123
Closed -$20.5K – 1085
2023
Q3 		$20.5K Sell
123
-147
-54% -$23.5K 0.01% 335
2023
Q2 		$38.8K Buy
270
+118
+78% +$15.3K 0.01% 285
2023
Q1 		$19K Buy
152
+12
+9% +$1.44K ﹤0.01% 345
2022
Q4 		$17.2K Sell
140
-4
-3% -$461 ﹤0.01% 376
2022
Q3 		$15K Hold
144
– – ﹤0.01% 367
2022
Q2 		$16K Hold
144
– – ﹤0.01% 374
2022
Q1 		$16K Hold
144
– – ﹤0.01% 388
2021
Q4 		$16K Buy
+144
New +$18.9K ﹤0.01% 416

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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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 $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

Prestige Wealth Management Group's VMW Position: Q4 2023 in Review

Prestige Wealth Management Group sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 123 shares — an estimated $20.5K sold.

Prestige Wealth Management Group first reported a position in VMW in Q4 2021 and held it in 8 quarters. The position peaked at $38.8K in Q2 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Prestige Wealth Management Group reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 123 VMware, Inc shares in Q4 2023, an estimated $20.5K.
  • Prestige Wealth Management Group first reported a position in VMware, Inc in Q4 2021 and held it in 8 quarters.
  • Prestige Wealth Management Group's VMware, Inc position peaked at $38.8K in Q2 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Prestige Wealth Management Group's 13F filing for Q4 2023, filed 8 Feb 2024.