CAS
VMRK

Coppell Advisory Solutions’s Vivmark Residential VMRK Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-1,985
Closed -$141K – 787
2024
Q4 		$141K Sell
1,985
-120
-6% -$8.81K 0.02% 348
2024
Q3 		$156K Hold
2,105
– – 0.02% 327
2024
Q2 		$146K Buy
+2,105
New +$137K 0.02% 315
2023
Q4 		$115K Sell
1,885
-25
-1% -$1.45K 0.02% 341
2023
Q3 		$113K Hold
1,910
– – 0.04% 209
2023
Q2 		$125K Buy
+1,910
New +$119K 0.04% 240
2023
Q1 		– Sell
-1,910
Closed -$113K – 464
2022
Q4 		$113K Buy
+1,910
New +$120K 0.04% 212

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

Coppell Advisory Solutions's VMRK Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Vivmark Residential (VMRK) in Q1 2025, closing a stake of 1,985 shares — an estimated $141K sold.

Coppell Advisory Solutions first reported a position in VMRK in Q4 2022 and held it in 7 quarters. The position peaked at $156K in Q3 2024. 703 funds tracked by Wall St. Rank hold VMRK as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Vivmark Residential position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,985 Vivmark Residential shares in Q1 2025, an estimated $141K.
  • Coppell Advisory Solutions first reported a position in Vivmark Residential in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Vivmark Residential position peaked at $156K in Q3 2024.
  • 703 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.