WIM
VMW

Westside Investment Management’s VMware, Inc VMW Stock Holding History

Westside Investment Management’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
-84
Closed -$14K – 889
2023
Q3 		$14K Hold
84
– – ﹤0.01% 533
2023
Q2 		$12.1K Hold
84
– – ﹤0.01% 556
2023
Q1 		$10.5K Hold
84
– – ﹤0.01% 577
2022
Q4 		$10 Hold
84
– – ﹤0.01% 610
2022
Q3 		$8 Hold
84
– – ﹤0.01% 641
2022
Q2 		$9 Buy
84
+33
+65% +$3.75K ﹤0.01% 624
2022
Q1 		$5 Hold
51
– – ﹤0.01% 693
2021
Q4 		$5 Buy
+51
New +$6.71K ﹤0.01% 684
2018
Q3 		– Sell
-55
Closed -$8.91K – 825
2018
Q2 		$8.91K Hold
55
– – ﹤0.01% 589
2018
Q1 		$6.63K Hold
55
– – ﹤0.01% 623
2017
Q4 		$7.2K Hold
55
– – ﹤0.01% 630
2017
Q3 		$6.15K Hold
55
– – ﹤0.01% 641
2017
Q2 		$4.86K Hold
55
– – ﹤0.01% 673
2017
Q1 		$5.01K Hold
55
– – ﹤0.01% 628
2016
Q4 		$4.52K Buy
+55
New +$4.27K ﹤0.01% 524

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 $9.54B AUM 19.86% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Westside Investment Management's VMW Position: Q4 2023 in Review

Westside Investment Management sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 84 shares — an estimated $14K sold.

Westside Investment Management first reported a position in VMW in Q4 2016 and held it in 15 quarters. The position peaked at $14K in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Westside Investment Management reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Westside Investment Management sold 84 VMware, Inc shares in Q4 2023, an estimated $14K.
  • Westside Investment Management first reported a position in VMware, Inc in Q4 2016 and held it in 15 quarters.
  • Westside Investment Management's VMware, Inc position peaked at $14K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Westside Investment Management's 13F filing for Q4 2023, filed 12 Jan 2024.