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Evernest Financial Advisors’s Viemed Healthcare VMD Stock Holding History

Evernest Financial Advisors’s Portfolio VMD Stock Details VMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,000
Closed -$65.5K – 166
2024
Q2 		$65.5K Buy
+10,000
New +$75.4K 0.03% 128

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WA
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FCM
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Vanguard Group
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KLP
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NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
PAIM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evernest Financial Advisors's VMD Position: Q3 2024 in Review

Evernest Financial Advisors sold out of Viemed Healthcare (VMD) in Q3 2024, closing a stake of 10,000 shares — an estimated $65.5K sold.

Evernest Financial Advisors first reported a position in VMD in Q2 2024 and held it in 1 quarter. The position peaked at $65.5K in Q2 2024. 121 funds tracked by Wall St. Rank hold VMD as of Q3 2024.

  • Evernest Financial Advisors reported no remaining Viemed Healthcare position as of Q3 2024 after selling out during the quarter.
  • Evernest Financial Advisors sold 10,000 Viemed Healthcare shares in Q3 2024, an estimated $65.5K.
  • Evernest Financial Advisors first reported a position in Viemed Healthcare in Q2 2024 and held it in 1 quarter.
  • Evernest Financial Advisors's Viemed Healthcare position peaked at $65.5K in Q2 2024.
  • 121 funds tracked by Wall St. Rank held Viemed Healthcare as of Q3 2024.

Based on Evernest Financial Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.