YWP
VMW

YorkBridge Wealth Partners’s VMware, Inc VMW Stock Holding History

YorkBridge Wealth 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
2019
Q3 		– Sell
-378
Closed -$63K – 699
2019
Q2 		$63K Sell
378
-26
-6% -$4.87K 0.03% 347
2019
Q1 		$73K Sell
404
-26
-6% -$4.24K 0.03% 321
2018
Q4 		$59K Sell
430
-43
-9% -$6.5K 0.03% 315
2018
Q3 		$74K Sell
473
-12
-2% -$1.84K 0.03% 317
2018
Q2 		$71K Sell
485
-50
-9% -$6.89K 0.03% 329
2018
Q1 		$65K Sell
535
-10
-2% -$1.26K 0.03% 345
2017
Q4 		$63K Buy
545
+60
+12% +$7.2K 0.03% 348
2017
Q3 		$53K Sell
485
-46
-9% -$4.54K 0.03% 373
2017
Q2 		$46K Hold
531
– – 0.02% 385
2017
Q1 		$50K Hold
531
– – 0.03% 372
2016
Q4 		$42K Buy
+531
New +$41.2K 0.02% 379

Other funds holding VMW

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

YorkBridge Wealth Partners's VMW Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of VMware, Inc (VMW) in Q3 2019, closing a stake of 378 shares — an estimated $63K sold.

YorkBridge Wealth Partners first reported a position in VMW in Q4 2016 and held it in 11 quarters. The position peaked at $74K in Q3 2018. 541 funds tracked by Wall St. Rank hold VMW as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining VMware, Inc position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 378 VMware, Inc shares in Q3 2019, an estimated $63K.
  • YorkBridge Wealth Partners first reported a position in VMware, Inc in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's VMware, Inc position peaked at $74K in Q3 2018.
  • 541 funds tracked by Wall St. Rank held VMware, Inc as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.