SFS
VMRK

Sowell Financial Services’s Vivmark Residential VMRK Stock Holding History

Sowell 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
2021
Q3 		– Sell
-15,479
Closed -$1.2M – 491
2021
Q2 		$1.2M Sell
15,479
-2,155
-12% -$163K 0.08% 276
2021
Q1 		$1.3M Buy
17,634
+994
+6% +$65.8K 0.05% 342
2020
Q4 		$986K Buy
16,640
+6,726
+68% +$380K 0.04% 332
2020
Q3 		$509K Buy
9,914
+9,913
+991,300% +$548K 0.03% 462
2020
Q2 		$0 Sell
1
-1
-50% -$62 ﹤0.01% 2515
2020
Q1 		$0 Buy
+2
New +$155 ﹤0.01% 2492
2019
Q4 		– Sell
-21
Closed -$2K – 2548
2019
Q3 		$2K Buy
+21
New +$1.72K ﹤0.01% 2065

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sowell Financial Services's VMRK Position: Q3 2021 in Review

Sowell Financial Services sold out of Vivmark Residential (VMRK) in Q3 2021, closing a stake of 15,479 shares — an estimated $1.2M sold.

Sowell Financial Services first reported a position in VMRK in Q3 2019 and held it in 7 quarters. The position peaked at $1.3M in Q1 2021. 596 funds tracked by Wall St. Rank hold VMRK as of Q3 2021.

  • Sowell Financial Services reported no remaining Vivmark Residential position as of Q3 2021 after selling out during the quarter.
  • Sowell Financial Services sold 15,479 Vivmark Residential shares in Q3 2021, an estimated $1.2M.
  • Sowell Financial Services first reported a position in Vivmark Residential in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Vivmark Residential position peaked at $1.3M in Q1 2021.
  • 596 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2021.

Based on Sowell Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.