EWA
VMRK

Evolution Wealth Advisors’s Vivmark Residential VMRK Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-78
Closed -$6K – 307
2021
Q3 		$6K Hold
78
– – ﹤0.01% 476
2021
Q2 		$6K Hold
78
– – ﹤0.01% 475
2021
Q1 		$6K Hold
78
– – ﹤0.01% 500
2020
Q4 		$5K Buy
+78
New +$4.41K ﹤0.01% 443
2020
Q1 		– Sell
-64
Closed -$5K – 413
2019
Q4 		$5K Buy
64
+1
+2% +$85 ﹤0.01% 397
2019
Q3 		$5K Buy
+63
New +$5.15K ﹤0.01% 271

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evolution Wealth Advisors's VMRK Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Vivmark Residential (VMRK) in Q4 2021, closing a stake of 78 shares — an estimated $6K sold.

Evolution Wealth Advisors first reported a position in VMRK in Q3 2019 and held it in 6 quarters. The position peaked at $6K in Q3 2021. 654 funds tracked by Wall St. Rank hold VMRK as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Vivmark Residential position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 78 Vivmark Residential shares in Q4 2021, an estimated $6K.
  • Evolution Wealth Advisors first reported a position in Vivmark Residential in Q3 2019 and held it in 6 quarters.
  • Evolution Wealth Advisors's Vivmark Residential position peaked at $6K in Q3 2021.
  • 654 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.