SWS
VMRK

SYSTM Wealth Solutions’s Vivmark Residential VMRK Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-874
Closed -$60.6K – 272
2024
Q2 		$60.6K Sell
874
-109
-11% -$7.09K 0.01% 271
2024
Q1 		$62.2K Sell
983
-186
-16% -$11.3K 0.01% 550
2023
Q4 		$71.8K Buy
+1,169
New +$67.6K 0.01% 517

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SYSTM Wealth Solutions's VMRK Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Vivmark Residential (VMRK) in Q3 2024, closing a stake of 874 shares — an estimated $60.6K sold.

SYSTM Wealth Solutions first reported a position in VMRK in Q4 2023 and held it in 3 quarters. The position peaked at $71.8K in Q4 2023. 678 funds tracked by Wall St. Rank hold VMRK as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Vivmark Residential position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 874 Vivmark Residential shares in Q3 2024, an estimated $60.6K.
  • SYSTM Wealth Solutions first reported a position in Vivmark Residential in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Vivmark Residential position peaked at $71.8K in Q4 2023.
  • 678 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.