First Personal Financial Services’s Vivmark Residential VMRK Stock Holding History

First Personal Financial Services’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
2023 Q1	–	Sell	-125	Closed	-$7.38K	–	415
2022 Q4	$7.38K	Hold	125	–	–	﹤0.01%	347
2022 Q3	$8K	Hold	125	–	–	﹤0.01%	350
2022 Q2	$9K	Hold	125	–	–	﹤0.01%	286
2022 Q1	$11K	Hold	125	–	–	﹤0.01%	291
2021 Q4	$11K	Hold	125	–	–	﹤0.01%	285
2021 Q3	$10K	Sell	125 -125	-50%	-$10.3K	﹤0.01%	287
2021 Q2	$19K	Sell	250 -250	-50%	-$18.9K	﹤0.01%	255
2021 Q1	$36K	Hold	500	–	–	0.01%	209
2020 Q4	$30K	Hold	500	–	–	0.01%	216
2020 Q3	$26K	Hold	500	–	–	0.01%	220
2020 Q2	$29K	Hold	500	–	–	0.01%	215
2020 Q1	$31K	Sell	500 -19	-4%	-$1.47K	0.01%	208
2019 Q4	$42K	Sell	519 -1,866	-78%	-$159K	0.01%	209
2019 Q3	$206K	Buy	+2,385	New	+$195K	0.06%	130
2019 Q2	–	Hold	0	–	–	–	170
2019 Q1	–	Hold	0	–	–	–	166
2018 Q4	–	Hold	0	–	–	–	162
2018 Q3	–	Hold	0	–	–	–	177
2018 Q2	–	Hold	0	–	–	–	179
2018 Q1	–	Hold	0	–	–	–	245
2017 Q4	–	Hold	0	–	–	–	287
2017 Q3	–	Hold	0	–	–	–	295
2017 Q2	–	Hold	0	–	–	–	249
2017 Q1	–	Hold	0	–	–	–	246
2016 Q4	–	Hold	0	–	–	–	223
2016 Q3	–	Hold	0	–	–	–	158
2016 Q2	–	Hold	0	–	–	–	325
2016 Q1	–	Hold	0	–	–	–	198
2015 Q4	–	Hold	0	–	–	–	191
2015 Q3	–	Hold	0	–	–	–	190
2015 Q2	–	Hold	0	–	–	–	188
2015 Q1	–	Hold	0	–	–	–	181

Other funds holding VMRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

First Personal Financial Services's VMRK Position: Q1 2023 in Review

First Personal Financial Services sold out of Vivmark Residential (VMRK) in Q1 2023, closing a stake of 125 shares — an estimated $7.38K sold.

First Personal Financial Services first reported a position in VMRK in Q3 2019 and held it in 14 quarters. The position peaked at $206K in Q3 2019. 580 funds tracked by Wall St. Rank hold VMRK as of Q1 2023.

First Personal Financial Services reported no remaining Vivmark Residential position as of Q1 2023 after selling out during the quarter.
First Personal Financial Services sold 125 Vivmark Residential shares in Q1 2023, an estimated $7.38K.
First Personal Financial Services first reported a position in Vivmark Residential in Q3 2019 and held it in 14 quarters.
First Personal Financial Services's Vivmark Residential position peaked at $206K in Q3 2019.
580 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2023.

Based on First Personal Financial Services's 13F filing for Q1 2023, filed 24 Apr 2023.