FWA
VMRK

FSM Wealth Advisors’s Vivmark Residential VMRK Stock Holding History

FSM 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
2024
Q4 		– Sell
-3,037
Closed -$226K – 201
2024
Q3 		$226K Buy
+3,037
New +$219K 0.06% 168
2023
Q4 		– Sell
-3,429
Closed -$201K – 156
2023
Q3 		$201K Sell
3,429
-136
-4% -$8.79K 0.1% 143
2023
Q2 		$241K Buy
+3,565
New +$223K 0.12% 133

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FSM Wealth Advisors's VMRK Position: Q4 2024 in Review

FSM Wealth Advisors sold out of Vivmark Residential (VMRK) in Q4 2024, closing a stake of 3,037 shares — an estimated $226K sold.

FSM Wealth Advisors first reported a position in VMRK in Q2 2023 and held it in 3 quarters. The position peaked at $241K in Q2 2023. 684 funds tracked by Wall St. Rank hold VMRK as of Q4 2024.

  • FSM Wealth Advisors reported no remaining Vivmark Residential position as of Q4 2024 after selling out during the quarter.
  • FSM Wealth Advisors sold 3,037 Vivmark Residential shares in Q4 2024, an estimated $226K.
  • FSM Wealth Advisors first reported a position in Vivmark Residential in Q2 2023 and held it in 3 quarters.
  • FSM Wealth Advisors's Vivmark Residential position peaked at $241K in Q2 2023.
  • 684 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2024.

Based on FSM Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.