NFA
VMRK

Northwest Financial Advisors’s Vivmark Residential VMRK Stock Holding History

Northwest Financial 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
-205
Closed -$15.3K – 234
2024
Q3 		$15.3K Buy
+205
New +$14.8K 0.01% 357
2024
Q1 		– Sell
-199
Closed -$12.2K – 214
2023
Q4 		$12.2K Buy
+199
New +$11.5K 0.01% 356

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

Northwest Financial Advisors's VMRK Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Vivmark Residential (VMRK) in Q4 2024, closing a stake of 205 shares — an estimated $15.3K sold.

Northwest Financial Advisors first reported a position in VMRK in Q4 2023 and held it in 2 quarters. The position peaked at $15.3K in Q3 2024. 684 funds tracked by Wall St. Rank hold VMRK as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Vivmark Residential position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 205 Vivmark Residential shares in Q4 2024, an estimated $15.3K.
  • Northwest Financial Advisors first reported a position in Vivmark Residential in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Vivmark Residential position peaked at $15.3K in Q3 2024.
  • 684 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.