AFWM
VMRK

Abich Financial Wealth Management’s Vivmark Residential VMRK Stock Holding History

Abich Financial Wealth Management’s Portfolio VMRK Stock Details VMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,820
Closed -$115K – 829
2024
Q1 		$115K Buy
1,820
+1,806
+12,900% +$110K 0.09% 74
2023
Q4 		$856 Buy
+14
New +$810 ﹤0.01% 380

Other funds holding VMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Abich Financial Wealth Management's VMRK Position: Q2 2024 in Review

Abich Financial Wealth Management sold out of Vivmark Residential (VMRK) in Q2 2024, closing a stake of 1,820 shares — an estimated $115K sold.

Abich Financial Wealth Management first reported a position in VMRK in Q4 2023 and held it in 2 quarters. The position peaked at $115K in Q1 2024. 653 funds tracked by Wall St. Rank hold VMRK as of Q2 2024.

  • Abich Financial Wealth Management reported no remaining Vivmark Residential position as of Q2 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 1,820 Vivmark Residential shares in Q2 2024, an estimated $115K.
  • Abich Financial Wealth Management first reported a position in Vivmark Residential in Q4 2023 and held it in 2 quarters.
  • Abich Financial Wealth Management's Vivmark Residential position peaked at $115K in Q1 2024.
  • 653 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2024.

Based on Abich Financial Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.