Sunbelt Securities’s VMware, Inc VMW Stock Holding History

Sunbelt Securities’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	-55	Closed	-$9.16K	–	1813
2023 Q3	$9.16K	Hold	55	–	–	﹤0.01%	1177
2023 Q2	$7.9K	Hold	55	–	–	﹤0.01%	1234
2023 Q1	$6.82K	Buy	+55	New	+$6.61K	﹤0.01%	1221

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 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

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

Sunbelt Securities's VMW Position: Q4 2023 in Review

Sunbelt Securities sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 55 shares — an estimated $9.16K sold.

Sunbelt Securities first reported a position in VMW in Q1 2023 and held it in 3 quarters. The position peaked at $9.16K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

Sunbelt Securities reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
Sunbelt Securities sold 55 VMware, Inc shares in Q4 2023, an estimated $9.16K.
Sunbelt Securities first reported a position in VMware, Inc in Q1 2023 and held it in 3 quarters.
Sunbelt Securities's VMware, Inc position peaked at $9.16K in Q3 2023.
8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.