Kelly Lawrence W & Associates’s Vivmark Residential VMRK Stock Holding History

Kelly Lawrence W & Associates’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 Q2	–	Sell	-675	Closed	-$42.6K	–	183
2024 Q1	$42.6K	Hold	675	–	–	0.01%	121
2023 Q4	$41.3K	Hold	675	–	–	0.01%	117
2023 Q3	$39.6K	Buy	+675	New	+$43.6K	0.01%	118
2017 Q1	–	Sell	-2,011	Closed	-$129K	–	184
2016 Q4	$129K	Hold	2,011	–	–	0.03%	102
2016 Q3	$129K	Hold	2,011	–	–	0.03%	103
2016 Q2	$139K	Hold	2,011	–	–	0.03%	104
2016 Q1	$151K	Hold	2,011	–	–	0.04%	94
2015 Q4	$164K	Sell	2,011 -1,900	-49%	-$150K	0.04%	93
2015 Q3	$294K	Hold	3,911	–	–	0.07%	76
2015 Q2	$274K	Hold	3,911	–	–	0.05%	82
2015 Q1	$305K	Hold	3,911	–	–	0.07%	72
2014 Q4	$281K	Buy	+3,911	New	+$271K	0.06%	77

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 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

Kelly Lawrence W & Associates's VMRK Position: Q2 2024 in Review

Kelly Lawrence W & Associates sold out of Vivmark Residential (VMRK) in Q2 2024, closing a stake of 675 shares — an estimated $42.6K sold.

Kelly Lawrence W & Associates first reported a position in VMRK in Q4 2014 and held it in 12 quarters. The position peaked at $305K in Q1 2015. 653 funds tracked by Wall St. Rank hold VMRK as of Q2 2024.

Kelly Lawrence W & Associates reported no remaining Vivmark Residential position as of Q2 2024 after selling out during the quarter.
Kelly Lawrence W & Associates sold 675 Vivmark Residential shares in Q2 2024, an estimated $42.6K.
Kelly Lawrence W & Associates first reported a position in Vivmark Residential in Q4 2014 and held it in 12 quarters.
Kelly Lawrence W & Associates's Vivmark Residential position peaked at $305K in Q1 2015.
653 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2024.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.