BAM
VMRK

Belpointe Asset Management’s Vivmark Residential VMRK Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-485
Closed -$29.1K – 1394
2023
Q1 		$29.1K Buy
485
+84
+21% +$5.16K ﹤0.01% 2074
2022
Q4 		$23.7K Buy
+401
New +$25.1K ﹤0.01% 2065

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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Belpointe Asset Management's VMRK Position: Q2 2023 in Review

Belpointe Asset Management sold out of Vivmark Residential (VMRK) in Q2 2023, closing a stake of 485 shares — an estimated $29.1K sold.

Belpointe Asset Management first reported a position in VMRK in Q4 2022 and held it in 2 quarters. The position peaked at $29.1K in Q1 2023. 611 funds tracked by Wall St. Rank hold VMRK as of Q2 2023.

  • Belpointe Asset Management reported no remaining Vivmark Residential position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 485 Vivmark Residential shares in Q2 2023, an estimated $29.1K.
  • Belpointe Asset Management first reported a position in Vivmark Residential in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Vivmark Residential position peaked at $29.1K in Q1 2023.
  • 611 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.