TWM
VMW

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

Tradition 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
-436
Closed -$73K – 1393
2023
Q3 		$73K Sell
436
-40
-8% -$6.41K 0.01% 519
2023
Q2 		$68K Hold
476
– – 0.01% 553
2023
Q1 		$59K Buy
476
+331
+228% +$39.8K 0.01% 572
2022
Q4 		$18K Sell
145
-9
-6% -$1.04K ﹤0.01% 779
2022
Q3 		$16K Hold
154
– – ﹤0.01% 819
2022
Q2 		$18K Hold
154
– – ﹤0.01% 675
2022
Q1 		$18K Sell
154
-4
-3% -$485 ﹤0.01% 751
2021
Q4 		$18K Buy
+158
New +$20.8K ﹤0.01% 764

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

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

Tradition Wealth Management sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 436 shares — an estimated $73K sold.

Tradition Wealth Management first reported a position in VMW in Q4 2021 and held it in 8 quarters. The position peaked at $73K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Tradition Wealth Management reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 436 VMware, Inc shares in Q4 2023, an estimated $73K.
  • Tradition Wealth Management first reported a position in VMware, Inc in Q4 2021 and held it in 8 quarters.
  • Tradition Wealth Management's VMware, Inc position peaked at $73K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

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