EWA
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EP Wealth Advisors’s Vroom Inc VRM Stock Holding History

EP Wealth Advisors’s Portfolio VRM Stock Details VRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-393
Closed -$19K – 873
2023
Q4 		$19K Hold
393
– – ﹤0.01% 808
2023
Q3 		$35.2K Sell
393
-59
-13% -$7.44K ﹤0.01% 742
2023
Q2 		$45.3K Buy
452
+382
+546% +$29.1K ﹤0.01% 675
2023
Q1 		$827K Sell
70
-323
-82% -$26.1K 0.01% 330
2022
Q4 		$32.1K Hold
393
– – ﹤0.01% 612
2022
Q3 		$36K Buy
+393
New +$52.4K ﹤0.01% 333

Other funds holding VRM

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CMC
Catterton Management Company Greenwich, Connecticut $3.61B AUM 21.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EP Wealth Advisors's VRM Position: Q1 2024 in Review

EP Wealth Advisors sold out of Vroom Inc (VRM) in Q1 2024, closing a stake of 393 shares — an estimated $19K sold.

EP Wealth Advisors first reported a position in VRM in Q3 2022 and held it in 6 quarters. The position peaked at $827K in Q1 2023. 36 funds tracked by Wall St. Rank hold VRM as of Q1 2024.

  • EP Wealth Advisors reported no remaining Vroom Inc position as of Q1 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 393 Vroom Inc shares in Q1 2024, an estimated $19K.
  • EP Wealth Advisors first reported a position in Vroom Inc in Q3 2022 and held it in 6 quarters.
  • EP Wealth Advisors's Vroom Inc position peaked at $827K in Q1 2023.
  • 36 funds tracked by Wall St. Rank held Vroom Inc as of Q1 2024.

Based on EP Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.