SFA
VMW

Sequoia Financial Advisors’s VMware, Inc VMW Stock Holding History

Sequoia Financial 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
-1,435
Closed -$239K – 1250
2023
Q3 		$239K Sell
1,435
-1,016
-41% -$163K ﹤0.01% 783
2023
Q2 		$352K Sell
2,451
-53
-2% -$6.88K 0.01% 640
2023
Q1 		$313K Sell
2,504
-108
-4% -$13K 0.01% 610
2022
Q4 		$321K Buy
2,612
+267
+11% +$30.8K 0.01% 561
2022
Q3 		$252K Sell
2,345
-424
-15% -$48.8K 0.01% 439
2022
Q2 		$316K Sell
2,769
-307
-10% -$34.9K 0.01% 426
2022
Q1 		$350K Buy
3,076
+112
+4% +$13.6K 0.01% 447
2021
Q4 		$343K Sell
2,964
-8,127
-73% -$1.07M 0.01% 410
2021
Q3 		$1.65M Sell
11,091
-21,337
-66% -$3.24M 0.17% 82
2021
Q2 		$5.19M Buy
32,428
+4,130
+15% +$661K 0.19% 93
2021
Q1 		$4.26M Buy
28,298
+1,931
+7% +$276K 0.18% 88
2020
Q4 		$3.7M Buy
26,367
+2,349
+10% +$336K 0.17% 85
2020
Q3 		$3.45M Buy
+24,018
New +$3.41M 0.18% 74

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 $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Sequoia Financial Advisors's VMW Position: Q4 2023 in Review

Sequoia Financial Advisors sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 1,435 shares — an estimated $239K sold.

Sequoia Financial Advisors first reported a position in VMW in Q3 2020 and held it in 13 quarters. The position peaked at $5.19M in Q2 2021. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Sequoia Financial Advisors reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Sequoia Financial Advisors sold 1,435 VMware, Inc shares in Q4 2023, an estimated $239K.
  • Sequoia Financial Advisors first reported a position in VMware, Inc in Q3 2020 and held it in 13 quarters.
  • Sequoia Financial Advisors's VMware, Inc position peaked at $5.19M in Q2 2021.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Sequoia Financial Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.