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

Wealthspire Advisors (New York)’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
2022 Q1	–	Sell	-3,697	Closed	-$428K	–	563
2021 Q4	$428K	Buy	+3,697	New	+$486K	0.01%	351
2021 Q2	–	Sell	-1,346	Closed	-$203K	–	694
2021 Q1	$203K	Buy	+1,346	New	+$192K	﹤0.01%	673
2019 Q1	–	Sell	-12	Closed	-$2K	–	852
2018 Q4	$2K	Buy	+12	New	+$1.81K	﹤0.01%	773

Other funds holding VMW

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

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

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

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

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

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s VMW Position: Q1 2022 in Review

Wealthspire Advisors (New York) sold out of VMware, Inc (VMW) in Q1 2022, closing a stake of 3,697 shares — an estimated $428K sold.

Wealthspire Advisors (New York) first reported a position in VMW in Q4 2018 and held it in 3 quarters. The position peaked at $428K in Q4 2021. 866 funds tracked by Wall St. Rank hold VMW as of Q1 2022.

Wealthspire Advisors (New York) reported no remaining VMware, Inc position as of Q1 2022 after selling out during the quarter.
Wealthspire Advisors (New York) sold 3,697 VMware, Inc shares in Q1 2022, an estimated $428K.
Wealthspire Advisors (New York) first reported a position in VMware, Inc in Q4 2018 and held it in 3 quarters.
Wealthspire Advisors (New York)'s VMware, Inc position peaked at $428K in Q4 2021.
866 funds tracked by Wall St. Rank held VMware, Inc as of Q1 2022.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2022, filed 9 May 2022.