Berman Capital Advisors’s Vivmark Residential VMRK Stock Holding History

Berman Capital 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
2021 Q3	$160K	Buy	1,988 +523	+36%	+$43.2K	0.03%	320
2021 Q2	$112K	Buy	1,465 +601	+70%	+$45.4K	0.02%	355
2021 Q1	$61K	Buy	864 +13	+2%	+$861	0.01%	413
2020 Q4	$50K	Buy	851 +157	+23%	+$8.87K	0.01%	407
2020 Q3	$35K	Buy	694 +15	+2%	+$830	0.01%	439
2020 Q2	$39K	Buy	679 +10	+1%	+$620	0.01%	379
2020 Q1	$40K	Buy	669 +514	+332%	+$39.7K	0.01%	332
2019 Q4	$12K	Hold	155	–	–	﹤0.01%	671
2019 Q3	$13K	Buy	155 +29	+23%	+$2.37K	﹤0.01%	637
2019 Q2	$9K	Buy	126 +33	+35%	+$2.52K	﹤0.01%	763
2019 Q1	$7K	Hold	93	–	–	﹤0.01%	753
2018 Q4	$5K	Buy	+93	New	+$6.25K	﹤0.01%	679

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

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

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

AAMU

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

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

Berman Capital Advisors's VMRK Position: Q3 2021 in Review

Berman Capital Advisors increased its Vivmark Residential (VMRK) stake by 36% in Q3 2021, buying an estimated $43.2K and bringing the position to 1,988 shares worth $160K. The position accounts for 0.03% of the portfolio, ranked #320.

Berman Capital Advisors first reported a position in VMRK in Q4 2018 and has held it in 12 quarters since. 596 funds tracked by Wall St. Rank hold VMRK as of Q3 2021.

Berman Capital Advisors held 1,988 shares of Vivmark Residential worth $160K as of Q3 2021.
Berman Capital Advisors bought 523 Vivmark Residential shares in Q3 2021, an estimated $43.2K.
Vivmark Residential made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #320 holding.
Berman Capital Advisors first reported a position in Vivmark Residential in Q4 2018 and has held it in 12 quarters since.
596 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.