PFS
VMRK

Prospera Financial Services’s Vivmark Residential VMRK Stock Holding History

Prospera Financial 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
2023
Q2 		– Sell
-16,162
Closed -$970K – 1027
2023
Q1 		$970K Buy
+16,162
New +$992K 0.04% 442
2022
Q2 		– Sell
-2,156
Closed -$194K – 1890
2022
Q1 		$194K Buy
+2,156
New +$190K 0.01% 894

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prospera Financial Services's VMRK Position: Q2 2023 in Review

Prospera Financial Services sold out of Vivmark Residential (VMRK) in Q2 2023, closing a stake of 16,162 shares — an estimated $970K sold.

Prospera Financial Services first reported a position in VMRK in Q1 2022 and held it in 2 quarters. The position peaked at $970K in Q1 2023. 611 funds tracked by Wall St. Rank hold VMRK as of Q2 2023.

  • Prospera Financial Services reported no remaining Vivmark Residential position as of Q2 2023 after selling out during the quarter.
  • Prospera Financial Services sold 16,162 Vivmark Residential shares in Q2 2023, an estimated $970K.
  • Prospera Financial Services first reported a position in Vivmark Residential in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Vivmark Residential position peaked at $970K in Q1 2023.
  • 611 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2023.

Based on Prospera Financial Services's 13F filing for Q2 2023, filed 8 Aug 2023.