SWM
VMW

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

Sugarloaf 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
-6
Closed -$999 – 707
2023
Q3 		$999 Hold
6
– – ﹤0.01% 626
2023
Q2 		$862 Hold
6
– – ﹤0.01% 643
2023
Q1 		$749 Hold
6
– – ﹤0.01% 647
2022
Q4 		$737 Hold
6
– – ﹤0.01% 717
2022
Q3 		$1K Hold
6
– – ﹤0.01% 821
2022
Q2 		$1K Hold
6
– – ﹤0.01% 771
2022
Q1 		$1K Hold
6
– – ﹤0.01% 707
2021
Q4 		$1K Buy
6
+3
+100% +$394 ﹤0.01% 736
2021
Q3 		$0 Hold
3
– – ﹤0.01% 815
2021
Q2 		$0 Hold
3
– – ﹤0.01% 793
2021
Q1 		$0 Hold
3
– – ﹤0.01% 796
2020
Q4 		$0 Hold
3
– – ﹤0.01% 761
2020
Q3 		$0 Hold
3
– – ﹤0.01% 735
2020
Q2 		$0 Hold
3
– – ﹤0.01% 739
2020
Q1 		$0 Hold
3
– – ﹤0.01% 753
2019
Q4 		$0 Buy
+3
New +$470 ﹤0.01% 714

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 $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

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

Sugarloaf Wealth Management sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 6 shares — an estimated $999 sold.

Sugarloaf Wealth Management first reported a position in VMW in Q4 2019 and held it in 16 quarters. The position peaked at $1K in Q3 2022. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Sugarloaf Wealth Management reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 6 VMware, Inc shares in Q4 2023, an estimated $999.
  • Sugarloaf Wealth Management first reported a position in VMware, Inc in Q4 2019 and held it in 16 quarters.
  • Sugarloaf Wealth Management's VMware, Inc position peaked at $1K in Q3 2022.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

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