RPWA
VMRK

Regent Peak Wealth Advisors’s Vivmark Residential VMRK Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-87
Closed -$5K – 404
2020
Q4 		$5K Buy
+87
New +$4.92K ﹤0.01% 665

Other funds holding VMRK

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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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Regent Peak Wealth Advisors's VMRK Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Vivmark Residential (VMRK) in Q1 2021, closing a stake of 87 shares — an estimated $5K sold.

Regent Peak Wealth Advisors first reported a position in VMRK in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 558 funds tracked by Wall St. Rank hold VMRK as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Vivmark Residential position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 87 Vivmark Residential shares in Q1 2021, an estimated $5K.
  • Regent Peak Wealth Advisors first reported a position in Vivmark Residential in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Vivmark Residential position peaked at $5K in Q4 2020.
  • 558 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.