OIS
VMRK

Okabena Investment Services’s Vivmark Residential VMRK Stock Holding History

Okabena Investment Services’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
Q3 		– Sell
-7,950
Closed -$551K – 112
2024
Q2 		$551K Sell
7,950
-2,759
-26% -$180K 0.17% 81
2024
Q1 		$676K Buy
+10,709
New +$652K 0.23% 76

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Okabena Investment Services's VMRK Position: Q3 2024 in Review

Okabena Investment Services sold out of Vivmark Residential (VMRK) in Q3 2024, closing a stake of 7,950 shares — an estimated $551K sold.

Okabena Investment Services first reported a position in VMRK in Q1 2024 and held it in 2 quarters. The position peaked at $676K in Q1 2024. 678 funds tracked by Wall St. Rank hold VMRK as of Q3 2024.

  • Okabena Investment Services reported no remaining Vivmark Residential position as of Q3 2024 after selling out during the quarter.
  • Okabena Investment Services sold 7,950 Vivmark Residential shares in Q3 2024, an estimated $551K.
  • Okabena Investment Services first reported a position in Vivmark Residential in Q1 2024 and held it in 2 quarters.
  • Okabena Investment Services's Vivmark Residential position peaked at $676K in Q1 2024.
  • 678 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2024.

Based on Okabena Investment Services's 13F filing for Q3 2024, filed 12 Nov 2024.