WIA
VMW

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

Wealthstreet 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
2020
Q4 		– Sell
-2,465
Closed -$354K – 358
2020
Q3 		$354K Sell
2,465
-230
-9% -$32.7K 0.04% 263
2020
Q2 		$417K Buy
+2,695
New +$370K 0.05% 233
2020
Q1 		– Sell
-6,430
Closed -$976K – 351
2019
Q4 		$976K Buy
6,430
+1,990
+45% +$312K 0.11% 155
2019
Q3 		$708K Buy
+4,440
New +$699K 0.09% 182

Other funds holding VMW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wealthstreet Investment Advisors's VMW Position: Q4 2020 in Review

Wealthstreet Investment Advisors sold out of VMware, Inc (VMW) in Q4 2020, closing a stake of 2,465 shares — an estimated $354K sold.

Wealthstreet Investment Advisors first reported a position in VMW in Q3 2019 and held it in 4 quarters. The position peaked at $976K in Q4 2019. 619 funds tracked by Wall St. Rank hold VMW as of Q4 2020.

  • Wealthstreet Investment Advisors reported no remaining VMware, Inc position as of Q4 2020 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 2,465 VMware, Inc shares in Q4 2020, an estimated $354K.
  • Wealthstreet Investment Advisors first reported a position in VMware, Inc in Q3 2019 and held it in 4 quarters.
  • Wealthstreet Investment Advisors's VMware, Inc position peaked at $976K in Q4 2019.
  • 619 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2020, filed 20 Jan 2021.