TRUE Private Wealth Advisors’s VMware, Inc VMW Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-401	Closed	-$56K	–	739
2020 Q4	$56K	Sell	401 -123	-23%	-$17.6K	0.01%	342
2020 Q3	$75K	Hold	524	–	–	0.01%	283
2020 Q2	$81K	Sell	524 -98	-16%	-$13.5K	0.01%	268
2020 Q1	$75K	Buy	622 +423	+213%	+$58.2K	0.02%	244
2019 Q4	$30K	Buy	+199	New	+$31.2K	﹤0.01%	431
2019 Q3	–	Sell	-186	Closed	-$31K	–	764
2019 Q2	$31K	Buy	+186	New	+$34.9K	0.01%	398
2018 Q4	–	Sell	-218	Closed	-$34K	–	967
2018 Q3	$34K	Buy	+218	New	+$33.4K	﹤0.01%	525

Other funds holding VMW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TRUE Private Wealth Advisors's VMW Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of VMware, Inc (VMW) in Q1 2021, closing a stake of 401 shares — an estimated $56K sold.

TRUE Private Wealth Advisors first reported a position in VMW in Q3 2018 and held it in 7 quarters. The position peaked at $81K in Q2 2020. 596 funds tracked by Wall St. Rank hold VMW as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining VMware, Inc position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 401 VMware, Inc shares in Q1 2021, an estimated $56K.
TRUE Private Wealth Advisors first reported a position in VMware, Inc in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's VMware, Inc position peaked at $81K in Q2 2020.
596 funds tracked by Wall St. Rank held VMware, Inc as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.