SWA
VMW

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

SOA 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
2023
Q4 		– Sell
-119
Closed -$19.8K – 956
2023
Q3 		$19.8K Sell
119
-13
-10% -$2.08K ﹤0.01% 421
2023
Q2 		$19K Sell
132
-69
-34% -$8.95K ﹤0.01% 438
2023
Q1 		$25.1K Sell
201
-13
-6% -$1.56K 0.01% 385
2022
Q4 		$26.3K Hold
214
– – 0.01% 368
2022
Q3 		$22K Sell
214
-13
-6% -$1.5K 0.01% 374
2022
Q2 		$25K Hold
227
– – 0.01% 350
2022
Q1 		$25K Hold
227
– – 0.01% 427
2021
Q4 		$26K Buy
+227
New +$29.8K 0.01% 400

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

SOA Wealth Advisors's VMW Position: Q4 2023 in Review

SOA Wealth Advisors sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 119 shares — an estimated $19.8K sold.

SOA Wealth Advisors first reported a position in VMW in Q4 2021 and held it in 8 quarters. The position peaked at $26.3K in Q4 2022. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • SOA Wealth Advisors reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 119 VMware, Inc shares in Q4 2023, an estimated $19.8K.
  • SOA Wealth Advisors first reported a position in VMware, Inc in Q4 2021 and held it in 8 quarters.
  • SOA Wealth Advisors's VMware, Inc position peaked at $26.3K in Q4 2022.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.