UIA
VMW

Ulland Investment Advisors’s VMware, Inc VMW Stock Holding History

Ulland Investment 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
2023
Q4 		– Sell
-99
Closed -$16K – 237
2023
Q3 		$16K Hold
99
– – 0.02% 155
2023
Q2 		$14K Hold
99
– – 0.01% 155
2023
Q1 		$12K Hold
99
– – 0.01% 152
2022
Q4 		$12K Hold
99
– – 0.01% 153
2022
Q3 		$11K Hold
99
– – 0.01% 164
2022
Q2 		$11K Hold
99
– – 0.01% 177
2022
Q1 		$11K Hold
99
– – 0.01% 191
2021
Q4 		$11K Buy
+99
New +$13K 0.01% 175

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

Ulland Investment Advisors's VMW Position: Q4 2023 in Review

Ulland Investment Advisors sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 99 shares — an estimated $16K sold.

Ulland Investment Advisors first reported a position in VMW in Q4 2021 and held it in 8 quarters. The position peaked at $16K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Ulland Investment Advisors reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Ulland Investment Advisors sold 99 VMware, Inc shares in Q4 2023, an estimated $16K.
  • Ulland Investment Advisors first reported a position in VMware, Inc in Q4 2021 and held it in 8 quarters.
  • Ulland Investment Advisors's VMware, Inc position peaked at $16K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Ulland Investment Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.