BBPWM
VMRK

Blue Bell Private Wealth Management’s Vivmark Residential VMRK Stock Holding History

Blue Bell Private 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
2022
Q3 		– Sell
-138
Closed -$10K – 771
2022
Q2 		$10K Hold
138
– – ﹤0.01% 383
2022
Q1 		$12K Buy
+138
New +$12.2K ﹤0.01% 384

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Blue Bell Private Wealth Management's VMRK Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of Vivmark Residential (VMRK) in Q3 2022, closing a stake of 138 shares — an estimated $10K sold.

Blue Bell Private Wealth Management first reported a position in VMRK in Q1 2022 and held it in 2 quarters. The position peaked at $12K in Q1 2022. 617 funds tracked by Wall St. Rank hold VMRK as of Q3 2022.

  • Blue Bell Private Wealth Management reported no remaining Vivmark Residential position as of Q3 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 138 Vivmark Residential shares in Q3 2022, an estimated $10K.
  • Blue Bell Private Wealth Management first reported a position in Vivmark Residential in Q1 2022 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's Vivmark Residential position peaked at $12K in Q1 2022.
  • 617 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.