LWA
VMRK

Lenox Wealth Advisors’s Vivmark Residential VMRK Stock Holding History

Lenox 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
2022
Q1 		$2K Sell
18
-1
-5% -$88 ﹤0.01% 639
2021
Q4 		$2K Buy
+19
New +$1.64K ﹤0.01% 713

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lenox Wealth Advisors's VMRK Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Vivmark Residential (VMRK) stake by 5.3% in Q1 2022, selling an estimated $88 and leaving 18 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Lenox Wealth Advisors first reported a position in VMRK in Q4 2021 and has held it in 2 quarters since. 660 funds tracked by Wall St. Rank hold VMRK as of Q1 2022.

  • Lenox Wealth Advisors held 18 shares of Vivmark Residential worth $2K as of Q1 2022.
  • Lenox Wealth Advisors sold 1 Vivmark Residential share in Q1 2022, an estimated $88.
  • Vivmark Residential made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #639 holding.
  • Lenox Wealth Advisors first reported a position in Vivmark Residential in Q4 2021 and has held it in 2 quarters since.
  • 660 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.