BDO Wealth Advisors’s Vivmark Residential VMRK Stock Holding History

BDO 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 Q4	–	Sell	-46	Closed	-$3K	–	1032
2022 Q3	$3K	Hold	46	–	–	﹤0.01%	874
2022 Q2	$3K	Hold	46	–	–	﹤0.01%	844
2022 Q1	$4K	Hold	46	–	–	﹤0.01%	850
2021 Q4	$4K	Buy	+46	New	+$3.96K	﹤0.01%	854
2021 Q3	–	Sell	-131	Closed	-$10K	–	1066
2021 Q2	$10K	Hold	131	–	–	﹤0.01%	747
2021 Q1	$9K	Buy	+131	New	+$8.67K	﹤0.01%	746

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

AAMU

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

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

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

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

BDO Wealth Advisors's VMRK Position: Q4 2022 in Review

BDO Wealth Advisors sold out of Vivmark Residential (VMRK) in Q4 2022, closing a stake of 46 shares — an estimated $3K sold.

BDO Wealth Advisors first reported a position in VMRK in Q1 2021 and held it in 6 quarters. The position peaked at $10K in Q2 2021. 598 funds tracked by Wall St. Rank hold VMRK as of Q4 2022.

BDO Wealth Advisors reported no remaining Vivmark Residential position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 46 Vivmark Residential shares in Q4 2022, an estimated $3K.
BDO Wealth Advisors first reported a position in Vivmark Residential in Q1 2021 and held it in 6 quarters.
BDO Wealth Advisors's Vivmark Residential position peaked at $10K in Q2 2021.
598 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.