SWM
VMW

Sanctuary Wealth Management’s VMware, Inc VMW Stock Holding History

Sanctuary Wealth Management’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
-9
Closed -$1.5K – 298
2023
Q3 		$1.5K Hold
9
– – ﹤0.01% 210
2023
Q2 		$1.29K Buy
+9
New +$1.17K ﹤0.01% 230
2022
Q4 		$1.1K Buy
+9
New +$1.04K ﹤0.01% 227

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

Sanctuary Wealth Management's VMW Position: Q4 2023 in Review

Sanctuary Wealth Management sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 9 shares — an estimated $1.5K sold.

Sanctuary Wealth Management first reported a position in VMW in Q4 2022 and held it in 3 quarters. The position peaked at $1.5K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Sanctuary Wealth Management reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Sanctuary Wealth Management sold 9 VMware, Inc shares in Q4 2023, an estimated $1.5K.
  • Sanctuary Wealth Management first reported a position in VMware, Inc in Q4 2022 and held it in 3 quarters.
  • Sanctuary Wealth Management's VMware, Inc position peaked at $1.5K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Sanctuary Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.