AWM
VMRK

Alterna Wealth Management’s Vivmark Residential VMRK Stock Holding History

Alterna 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
2019
Q1 		– Sell
-3,088
Closed -$203K – 185
2018
Q4 		$203K Buy
+3,088
New +$207K 0.03% 339

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alterna Wealth Management's VMRK Position: Q1 2019 in Review

Alterna Wealth Management sold out of Vivmark Residential (VMRK) in Q1 2019, closing a stake of 3,088 shares — an estimated $203K sold.

Alterna Wealth Management first reported a position in VMRK in Q4 2018 and held it in 1 quarter. The position peaked at $203K in Q4 2018. 536 funds tracked by Wall St. Rank hold VMRK as of Q1 2019.

  • Alterna Wealth Management reported no remaining Vivmark Residential position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 3,088 Vivmark Residential shares in Q1 2019, an estimated $203K.
  • Alterna Wealth Management first reported a position in Vivmark Residential in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Vivmark Residential position peaked at $203K in Q4 2018.
  • 536 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.