SOA Wealth Advisors’s Vimeo VMEO Stock Holding History

SOA Wealth Advisors’s Portfolio VMEO Stock Details VMEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-40	Closed	-$153	–	975
2023 Q1	$153	Hold	40	–	–	﹤0.01%	918
2022 Q4	$137	Hold	40	–	–	﹤0.01%	924
2022 Q3	$0	Hold	40	–	–	﹤0.01%	1001
2022 Q2	$0	Buy	+40	New	+$363	﹤0.01%	1044

Other funds holding VMEO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

TCMNY

Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SOA Wealth Advisors's VMEO Position: Q2 2023 in Review

SOA Wealth Advisors sold out of Vimeo (VMEO) in Q2 2023, closing a stake of 40 shares — an estimated $153 sold.

SOA Wealth Advisors first reported a position in VMEO in Q2 2022 and held it in 4 quarters. The position peaked at $153 in Q1 2023. 232 funds tracked by Wall St. Rank hold VMEO as of Q2 2023.

SOA Wealth Advisors reported no remaining Vimeo position as of Q2 2023 after selling out during the quarter.
SOA Wealth Advisors sold 40 Vimeo shares in Q2 2023, an estimated $153.
SOA Wealth Advisors first reported a position in Vimeo in Q2 2022 and held it in 4 quarters.
SOA Wealth Advisors's Vimeo position peaked at $153 in Q1 2023.
232 funds tracked by Wall St. Rank held Vimeo as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.