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VMW

Sittner & Nelson’s VMware, Inc VMW Stock Holding History

Sittner & Nelson’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
-141
Closed -$23.5K – 485
2023
Q3 		$23.5K Hold
141
– – 0.01% 265
2023
Q2 		$20.3K Hold
141
– – 0.01% 279
2023
Q1 		$17.6K Hold
141
– – 0.01% 308
2022
Q4 		$17.3K Hold
141
– – 0.01% 291
2022
Q3 		$15K Sell
141
-81
-36% -$9.33K 0.01% 293
2022
Q2 		$25K Buy
222
+81
+57% +$9.2K 0.02% 269
2022
Q1 		$16K Hold
141
– – 0.01% 299
2021
Q4 		$16K Buy
+141
New +$18.5K 0.01% 296

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

Sittner & Nelson's VMW Position: Q4 2023 in Review

Sittner & Nelson sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 141 shares — an estimated $23.5K sold.

Sittner & Nelson first reported a position in VMW in Q4 2021 and held it in 8 quarters. The position peaked at $25K in Q2 2022. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Sittner & Nelson reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Sittner & Nelson sold 141 VMware, Inc shares in Q4 2023, an estimated $23.5K.
  • Sittner & Nelson first reported a position in VMware, Inc in Q4 2021 and held it in 8 quarters.
  • Sittner & Nelson's VMware, Inc position peaked at $25K in Q2 2022.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Sittner & Nelson's 13F filing for Q4 2023, filed 13 Feb 2024.