SFMG Wealth Advisors’s VMware, Inc VMW Stock Holding History

SFMG Wealth 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
2022 Q4	–	Sell	-17,443	Closed	-$1.85M	–	281
2022 Q3	$1.85M	Sell	17,443 -110	-0.6%	-$12.7K	0.22%	61
2022 Q2	$2M	Buy	17,553 +3,377	+24%	+$383K	0.23%	59
2022 Q1	$1.61M	Sell	14,176 -637	-4%	-$77.2K	0.16%	76
2021 Q4	$1.72M	Buy	14,813 +1,370	+10%	+$180K	0.17%	76
2021 Q3	$2M	Sell	13,443 -337	-2%	-$51.1K	0.22%	61
2021 Q2	$2.2M	Buy	+13,780	New	+$2.2M	0.24%	53

Other funds holding VMW

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

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

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

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

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

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFMG Wealth Advisors's VMW Position: Q4 2022 in Review

SFMG Wealth Advisors sold out of VMware, Inc (VMW) in Q4 2022, closing a stake of 17,443 shares — an estimated $1.85M sold.

SFMG Wealth Advisors first reported a position in VMW in Q2 2021 and held it in 6 quarters. The position peaked at $2.2M in Q2 2021. 878 funds tracked by Wall St. Rank hold VMW as of Q4 2022.

SFMG Wealth Advisors reported no remaining VMware, Inc position as of Q4 2022 after selling out during the quarter.
SFMG Wealth Advisors sold 17,443 VMware, Inc shares in Q4 2022, an estimated $1.85M.
SFMG Wealth Advisors first reported a position in VMware, Inc in Q2 2021 and held it in 6 quarters.
SFMG Wealth Advisors's VMware, Inc position peaked at $2.2M in Q2 2021.
878 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2022.

Based on SFMG Wealth Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.