EWM
VMRK

Evermay Wealth Management’s Vivmark Residential VMRK Stock Holding History

Evermay 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
2024
Q1 		– Sell
-6
Closed -$367 – 650
2023
Q4 		$367 Buy
+6
New +$347 ﹤0.01% 601

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T. Rowe Price Associates
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AAMU
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JP Morgan Chase
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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
RC
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Evermay Wealth Management's VMRK Position: Q1 2024 in Review

Evermay Wealth Management sold out of Vivmark Residential (VMRK) in Q1 2024, closing a stake of 6 shares — an estimated $367 sold.

Evermay Wealth Management first reported a position in VMRK in Q4 2023 and held it in 1 quarter. The position peaked at $367 in Q4 2023. 623 funds tracked by Wall St. Rank hold VMRK as of Q1 2024.

  • Evermay Wealth Management reported no remaining Vivmark Residential position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 6 Vivmark Residential shares in Q1 2024, an estimated $367.
  • Evermay Wealth Management first reported a position in Vivmark Residential in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's Vivmark Residential position peaked at $367 in Q4 2023.
  • 623 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2024.

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