PFA
VMRK

Peak Financial Advisors’s Vivmark Residential VMRK Stock Holding History

Peak 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
2022
Q2 		– Sell
-5,570
Closed -$501K – 73
2022
Q1 		$501K Sell
5,570
-60
-1% -$5.3K 0.43% 53
2021
Q4 		$510K Buy
5,630
+972
+21% +$83.6K 0.39% 47
2021
Q3 		$377K Buy
+4,658
New +$385K 0.33% 51

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Peak Financial Advisors's VMRK Position: Q2 2022 in Review

Peak Financial Advisors sold out of Vivmark Residential (VMRK) in Q2 2022, closing a stake of 5,570 shares — an estimated $501K sold.

Peak Financial Advisors first reported a position in VMRK in Q3 2021 and held it in 3 quarters. The position peaked at $510K in Q4 2021. 618 funds tracked by Wall St. Rank hold VMRK as of Q2 2022.

  • Peak Financial Advisors reported no remaining Vivmark Residential position as of Q2 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 5,570 Vivmark Residential shares in Q2 2022, an estimated $501K.
  • Peak Financial Advisors first reported a position in Vivmark Residential in Q3 2021 and held it in 3 quarters.
  • Peak Financial Advisors's Vivmark Residential position peaked at $510K in Q4 2021.
  • 618 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2022.

Based on Peak Financial Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.