RWM
VMD icon

Ritholtz Wealth Management’s Viemed Healthcare VMD Stock Holding History

Ritholtz Wealth Management’s Portfolio VMD Stock Details VMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,268
Closed -$69.1K – 791
2023
Q3 		$69.1K Sell
10,268
-4,579
-31% -$37.5K ﹤0.01% 688
2023
Q2 		$145K Sell
14,847
-198
-1% -$2.01K 0.01% 644
2023
Q1 		$145K Buy
15,045
+2,786
+23% +$24.3K 0.01% 616
2022
Q4 		$92.7K Buy
+12,259
New +$83K 0.01% 555

Other funds holding VMD

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ritholtz Wealth Management's VMD Position: Q4 2023 in Review

Ritholtz Wealth Management sold out of Viemed Healthcare (VMD) in Q4 2023, closing a stake of 10,268 shares — an estimated $69.1K sold.

Ritholtz Wealth Management first reported a position in VMD in Q4 2022 and held it in 4 quarters. The position peaked at $145K in Q1 2023. 104 funds tracked by Wall St. Rank hold VMD as of Q4 2023.

  • Ritholtz Wealth Management reported no remaining Viemed Healthcare position as of Q4 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 10,268 Viemed Healthcare shares in Q4 2023, an estimated $69.1K.
  • Ritholtz Wealth Management first reported a position in Viemed Healthcare in Q4 2022 and held it in 4 quarters.
  • Ritholtz Wealth Management's Viemed Healthcare position peaked at $145K in Q1 2023.
  • 104 funds tracked by Wall St. Rank held Viemed Healthcare as of Q4 2023.

Based on Ritholtz Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.