TFO Wealth Partners’s VMware, Inc VMW Stock Holding History

TFO Wealth Partners’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	-3	Closed	-$431	–	1114
2023 Q3	$431	Buy	+3	New	+$481	﹤0.01%	504
2023 Q1	–	Sell	-9	Closed	-$194	–	938
2022 Q4	$194	Buy	+9	New	+$1.04K	﹤0.01%	638

Other funds holding VMW

Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return

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

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

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

TFO Wealth Partners's VMW Position: Q4 2023 in Review

TFO Wealth Partners sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 3 shares — an estimated $431 sold.

TFO Wealth Partners first reported a position in VMW in Q4 2022 and held it in 2 quarters. The position peaked at $431 in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

TFO Wealth Partners reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 3 VMware, Inc shares in Q4 2023, an estimated $431.
TFO Wealth Partners first reported a position in VMware, Inc in Q4 2022 and held it in 2 quarters.
TFO Wealth Partners's VMware, Inc position peaked at $431 in Q3 2023.
8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.