IAN
VMRK

Integrated Advisors Network’s Vivmark Residential VMRK Stock Holding History

Integrated Advisors Network’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
Q4 		– Sell
-58,931
Closed -$3.46M – 670
2023
Q3 		$3.46M Buy
58,931
+4,589
+8% +$296K 0.21% 132
2023
Q2 		$3.59M Buy
+54,342
New +$3.4M 0.21% 132

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Advisors Network's VMRK Position: Q4 2023 in Review

Integrated Advisors Network sold out of Vivmark Residential (VMRK) in Q4 2023, closing a stake of 58,931 shares — an estimated $3.46M sold.

Integrated Advisors Network first reported a position in VMRK in Q2 2023 and held it in 2 quarters. The position peaked at $3.59M in Q2 2023. 635 funds tracked by Wall St. Rank hold VMRK as of Q4 2023.

  • Integrated Advisors Network reported no remaining Vivmark Residential position as of Q4 2023 after selling out during the quarter.
  • Integrated Advisors Network sold 58,931 Vivmark Residential shares in Q4 2023, an estimated $3.46M.
  • Integrated Advisors Network first reported a position in Vivmark Residential in Q2 2023 and held it in 2 quarters.
  • Integrated Advisors Network's Vivmark Residential position peaked at $3.59M in Q2 2023.
  • 635 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2023.

Based on Integrated Advisors Network's 13F filing for Q4 2023, filed 26 Feb 2024.