RIA
VMW

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

Richwood 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
Q4 		– Sell
-1,422
Closed -$237K – 102
2023
Q3 		$237K Hold
1,422
– – 0.24% 93
2023
Q2 		$204K Buy
+1,422
New +$185K 0.2% 99
2022
Q1 		– Sell
-95
Closed -$11K – 266
2021
Q4 		$11K Buy
+95
New +$12.5K 0.01% 234

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 $59.2B AUM 26.02% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 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 $1.25B AUM 41.83% 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

Richwood Investment Advisors's VMW Position: Q4 2023 in Review

Richwood Investment Advisors sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 1,422 shares — an estimated $237K sold.

Richwood Investment Advisors first reported a position in VMW in Q4 2021 and held it in 3 quarters. The position peaked at $237K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Richwood Investment Advisors reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Richwood Investment Advisors sold 1,422 VMware, Inc shares in Q4 2023, an estimated $237K.
  • Richwood Investment Advisors first reported a position in VMware, Inc in Q4 2021 and held it in 3 quarters.
  • Richwood Investment Advisors's VMware, Inc position peaked at $237K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Richwood Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.