AWM
VMRK

Avitas Wealth Management’s Vivmark Residential VMRK Stock Holding History

Avitas 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
2020
Q1 		– Sell
-35,656
Closed -$2.88M – 142
2019
Q4 		$2.88M Buy
35,656
+222
+0.6% +$18.9K 0.74% 62
2019
Q3 		$3.06M Buy
35,434
+581
+2% +$47.5K 0.84% 54
2019
Q2 		$2.65M Sell
34,853
-24
-0.1% -$1.83K 0.74% 61
2019
Q1 		$2.63M Buy
34,877
+362
+1% +$26.1K 0.76% 60
2018
Q4 		$2.28M Buy
34,515
+410
+1% +$27.5K 0.75% 64
2018
Q3 		$2.26M Buy
34,105
+1,355
+4% +$89.6K 0.64% 73
2018
Q2 		$2.09M Buy
+32,750
New +$2.04M 0.65% 73

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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

Avitas Wealth Management's VMRK Position: Q1 2020 in Review

Avitas Wealth Management sold out of Vivmark Residential (VMRK) in Q1 2020, closing a stake of 35,656 shares — an estimated $2.88M sold.

Avitas Wealth Management first reported a position in VMRK in Q2 2018 and held it in 7 quarters. The position peaked at $3.06M in Q3 2019. 557 funds tracked by Wall St. Rank hold VMRK as of Q1 2020.

  • Avitas Wealth Management reported no remaining Vivmark Residential position as of Q1 2020 after selling out during the quarter.
  • Avitas Wealth Management sold 35,656 Vivmark Residential shares in Q1 2020, an estimated $2.88M.
  • Avitas Wealth Management first reported a position in Vivmark Residential in Q2 2018 and held it in 7 quarters.
  • Avitas Wealth Management's Vivmark Residential position peaked at $3.06M in Q3 2019.
  • 557 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2020.

Based on Avitas Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.