AA
VMRK

Alta Advisers’s Vivmark Residential VMRK Stock Holding History

Alta Advisers’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
Q4 		– Sell
-1,200
Closed -$89.4K – 243
2024
Q3 		$89.4K Hold
1,200
– – 0.04% 321
2024
Q2 		$83.2K Hold
1,200
– – 0.04% 301
2024
Q1 		$75.7K Hold
1,200
– – 0.04% 323
2023
Q4 		$73.4K Hold
1,200
– – 0.04% 324
2023
Q3 		$70.5K Hold
1,200
– – 0.04% 312
2023
Q2 		$79.2K Hold
1,200
– – 0.04% 306
2023
Q1 		$72K Hold
1,200
– – 0.04% 318
2022
Q4 		$71K Hold
1,200
– – 0.04% 318
2022
Q3 		$81K Buy
+1,200
New +$88.7K 0.05% 257

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alta Advisers's VMRK Position: Q4 2024 in Review

Alta Advisers sold out of Vivmark Residential (VMRK) in Q4 2024, closing a stake of 1,200 shares — an estimated $89.4K sold.

Alta Advisers first reported a position in VMRK in Q3 2022 and held it in 9 quarters. The position peaked at $89.4K in Q3 2024. 684 funds tracked by Wall St. Rank hold VMRK as of Q4 2024.

  • Alta Advisers reported no remaining Vivmark Residential position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 1,200 Vivmark Residential shares in Q4 2024, an estimated $89.4K.
  • Alta Advisers first reported a position in Vivmark Residential in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's Vivmark Residential position peaked at $89.4K in Q3 2024.
  • 684 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.