AWM
VMRK

Accurate Wealth Management’s Vivmark Residential VMRK Stock Holding History

Accurate 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
2023
Q1 		– Sell
-73
Closed -$4.29K – 609
2022
Q4 		$4.29K Buy
+73
New +$4.57K ﹤0.01% 1056

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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

Accurate Wealth Management's VMRK Position: Q1 2023 in Review

Accurate Wealth Management sold out of Vivmark Residential (VMRK) in Q1 2023, closing a stake of 73 shares — an estimated $4.29K sold.

Accurate Wealth Management first reported a position in VMRK in Q4 2022 and held it in 1 quarter. The position peaked at $4.29K in Q4 2022. 580 funds tracked by Wall St. Rank hold VMRK as of Q1 2023.

  • Accurate Wealth Management reported no remaining Vivmark Residential position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 73 Vivmark Residential shares in Q1 2023, an estimated $4.29K.
  • Accurate Wealth Management first reported a position in Vivmark Residential in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Vivmark Residential position peaked at $4.29K in Q4 2022.
  • 580 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.