MLFP
VMRK

MPS Loria Financial Planners’s Vivmark Residential VMRK Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-8
Closed – – 255
2021
Q1 		$0 Hold
8
– – ﹤0.01% 587
2020
Q4 		$0 Buy
+8
New +$452 ﹤0.01% 621

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MPS Loria Financial Planners's VMRK Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Vivmark Residential (VMRK) in Q2 2021, closing a stake of 8 shares.

MPS Loria Financial Planners first reported a position in VMRK in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 592 funds tracked by Wall St. Rank hold VMRK as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Vivmark Residential position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 8 Vivmark Residential shares in Q2 2021.
  • MPS Loria Financial Planners first reported a position in Vivmark Residential in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Vivmark Residential position peaked at $0 in Q1 2021.
  • 592 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.