WP
VMW

WealthPLAN Partners’s VMware, Inc VMW Stock Holding History

WealthPLAN 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
Q3 		– Sell
-38
Closed -$5.46K – 1250
2023
Q2 		$5.46K Sell
38
-167
-81% -$21.7K ﹤0.01% 892
2023
Q1 		$25.5K Buy
+205
New +$24.6K ﹤0.01% 676
2015
Q2 		$47K Hold
545
– – 0.02% 180
2015
Q1 		$44K Buy
+545
New +$44.6K 0.02% 253

Other funds holding VMW

SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

WealthPLAN Partners's VMW Position: Q3 2023 in Review

WealthPLAN Partners sold out of VMware, Inc (VMW) in Q3 2023, closing a stake of 38 shares — an estimated $5.46K sold.

WealthPLAN Partners first reported a position in VMW in Q1 2015 and held it in 4 quarters. The position peaked at $47K in Q2 2015. 776 funds tracked by Wall St. Rank hold VMW as of Q3 2023.

  • WealthPLAN Partners reported no remaining VMware, Inc position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 38 VMware, Inc shares in Q3 2023, an estimated $5.46K.
  • WealthPLAN Partners first reported a position in VMware, Inc in Q1 2015 and held it in 4 quarters.
  • WealthPLAN Partners's VMware, Inc position peaked at $47K in Q2 2015.
  • 776 funds tracked by Wall St. Rank held VMware, Inc as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.