PFGIA
VMRK

Patriot Financial Group Insurance Agency’s Vivmark Residential VMRK Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-78
Closed -$6K – 864
2022
Q2 		$6K Hold
78
– – ﹤0.01% 1416
2022
Q1 		$7K Sell
78
-22
-22% -$1.94K ﹤0.01% 1486
2021
Q4 		$9K Sell
100
-150
-60% -$12.9K ﹤0.01% 1523
2021
Q3 		$20K Hold
250
– – ﹤0.01% 1209
2021
Q2 		$19K Hold
250
– – ﹤0.01% 1201
2021
Q1 		$18K Hold
250
– – ﹤0.01% 1137
2020
Q4 		$15K Buy
+250
New +$14.1K ﹤0.01% 1079

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 $3.38T AUM 44.17% 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
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VMRK Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Vivmark Residential (VMRK) in Q3 2022, closing a stake of 78 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in VMRK in Q4 2020 and held it in 7 quarters. The position peaked at $20K in Q3 2021. 617 funds tracked by Wall St. Rank hold VMRK as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Vivmark Residential position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 78 Vivmark Residential shares in Q3 2022, an estimated $6K.
  • Patriot Financial Group Insurance Agency first reported a position in Vivmark Residential in Q4 2020 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's Vivmark Residential position peaked at $20K in Q3 2021.
  • 617 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.