WAM
VMW

Wealthspire Advisors (Maryland)’s VMware, Inc VMW Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-713
Closed -$129K – 2209
2019
Q1 		$129K Buy
713
+105
+17% +$17.1K 0.01% 557
2018
Q4 		$83K Sell
608
-70
-10% -$10.6K 0.01% 671
2018
Q3 		$106K Sell
678
-54
-7% -$8.26K 0.01% 665
2018
Q2 		$108K Sell
732
-76
-9% -$10.5K 0.01% 683
2018
Q1 		$98K Sell
808
-258
-24% -$32.5K 0.01% 725
2017
Q4 		$134K Sell
1,066
-207
-16% -$24.8K 0.01% 612
2017
Q3 		$139K Buy
1,273
+1,200
+1,644% +$118K 0.02% 593
2017
Q2 		$6K Sell
73
-62
-46% -$5.72K ﹤0.01% 1735
2017
Q1 		$12K Buy
135
+62
+85% +$5.46K ﹤0.01% 1280
2016
Q4 		$6K Sell
73
-240
-77% -$18.6K ﹤0.01% 1358
2016
Q3 		$23K Buy
313
+240
+329% +$16.9K ﹤0.01% 1018
2016
Q2 		$4K Hold
73
– – ﹤0.01% 1403
2016
Q1 		$4K Sell
73
-901
-93% -$44.6K ﹤0.01% 1414
2015
Q4 		$55K Buy
+974
New +$60.6K 0.01% 691

Other funds holding VMW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VMW Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of VMware, Inc (VMW) in Q2 2019, closing a stake of 713 shares — an estimated $129K sold.

Wealthspire Advisors (Maryland) first reported a position in VMW in Q4 2015 and held it in 14 quarters. The position peaked at $139K in Q3 2017. 561 funds tracked by Wall St. Rank hold VMW as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining VMware, Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 713 VMware, Inc shares in Q2 2019, an estimated $129K.
  • Wealthspire Advisors (Maryland) first reported a position in VMware, Inc in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s VMware, Inc position peaked at $139K in Q3 2017.
  • 561 funds tracked by Wall St. Rank held VMware, Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.