BWP
VMRK

Baldwin Wealth Partners’s Vivmark Residential VMRK Stock Holding History

Baldwin Wealth Partners’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
-224
Closed -$16.7K – 484
2024
Q3 		$16.7K Buy
224
+4
+2% +$289 ﹤0.01% 723
2024
Q2 		$15.3K Hold
220
– – ﹤0.01% 501
2024
Q1 		$13.9K Sell
220
-925
-81% -$56.3K ﹤0.01% 529
2023
Q4 		$70K Buy
1,145
+291
+34% +$16.8K 0.01% 329
2023
Q3 		$50.1K Hold
854
– – ﹤0.01% 395
2023
Q2 		$56.3K Sell
854
-100
-10% -$6.25K ﹤0.01% 396
2023
Q1 		$57.2K Hold
954
– – 0.01% 410
2022
Q4 		$56.3K Buy
954
+834
+695% +$52.2K 0.01% 400
2022
Q3 		$8K Buy
+120
New +$8.87K ﹤0.01% 531

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

Baldwin Wealth Partners's VMRK Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Vivmark Residential (VMRK) in Q4 2024, closing a stake of 224 shares — an estimated $16.7K sold.

Baldwin Wealth Partners first reported a position in VMRK in Q3 2022 and held it in 9 quarters. The position peaked at $70K in Q4 2023. 684 funds tracked by Wall St. Rank hold VMRK as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Vivmark Residential position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 224 Vivmark Residential shares in Q4 2024, an estimated $16.7K.
  • Baldwin Wealth Partners first reported a position in Vivmark Residential in Q3 2022 and held it in 9 quarters.
  • Baldwin Wealth Partners's Vivmark Residential position peaked at $70K in Q4 2023.
  • 684 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.