Amplius Wealth Advisors’s Vivmark Residential VMRK Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-41	Closed	-$3K	–	396
2021 Q4	$3K	Buy	+41	New	+$3.53K	﹤0.01%	776

Other funds holding VMRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amplius Wealth Advisors's VMRK Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Vivmark Residential (VMRK) in Q1 2022, closing a stake of 41 shares — an estimated $3K sold.

Amplius Wealth Advisors first reported a position in VMRK in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 660 funds tracked by Wall St. Rank hold VMRK as of Q1 2022.

Amplius Wealth Advisors reported no remaining Vivmark Residential position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 41 Vivmark Residential shares in Q1 2022, an estimated $3K.
Amplius Wealth Advisors first reported a position in Vivmark Residential in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Vivmark Residential position peaked at $3K in Q4 2021.
660 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.