Wealthfront Advisers
VMW

Wealthfront Advisers’s VMware, Inc VMW Stock Holding History

Wealthfront Advisers’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
-16,823
Closed -$2.8M – 880
2023
Q3 		$2.8M Buy
16,823
+4,292
+34% +$687K 0.01% 359
2023
Q2 		$1.8M Buy
12,531
+153
+1% +$19.9K 0.01% 441
2023
Q1 		$1.55M Sell
12,378
-11,443
-48% -$1.37M 0.01% 459
2022
Q4 		$2.92M Buy
23,821
+1,858
+8% +$214K 0.01% 297
2022
Q3 		$2.34M Buy
21,963
+583
+3% +$67.1K 0.01% 336
2022
Q2 		$2.44M Buy
21,380
+1,432
+7% +$163K 0.01% 331
2022
Q1 		$2.27M Buy
+19,948
New +$2.42M 0.01% 373

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 $8.74B AUM 14.62% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Wealthfront Advisers's VMW Position: Q4 2023 in Review

Wealthfront Advisers sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 16,823 shares — an estimated $2.8M sold.

Wealthfront Advisers first reported a position in VMW in Q1 2022 and held it in 7 quarters. The position peaked at $2.92M in Q4 2022. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Wealthfront Advisers reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Wealthfront Advisers sold 16,823 VMware, Inc shares in Q4 2023, an estimated $2.8M.
  • Wealthfront Advisers first reported a position in VMware, Inc in Q1 2022 and held it in 7 quarters.
  • Wealthfront Advisers's VMware, Inc position peaked at $2.92M in Q4 2022.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Wealthfront Advisers's 13F filing for Q4 2023, filed 9 Feb 2024.