TCWA
VMRK

Turtle Creek Wealth Advisors’s Vivmark Residential VMRK Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-22
Closed -$1.35K – 391
2023
Q4 		$1.35K Buy
+22
New +$1.27K ﹤0.01% 813

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Turtle Creek Wealth Advisors's VMRK Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Vivmark Residential (VMRK) in Q1 2024, closing a stake of 22 shares — an estimated $1.35K sold.

Turtle Creek Wealth Advisors first reported a position in VMRK in Q4 2023 and held it in 1 quarter. The position peaked at $1.35K in Q4 2023. 623 funds tracked by Wall St. Rank hold VMRK as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Vivmark Residential position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 22 Vivmark Residential shares in Q1 2024, an estimated $1.35K.
  • Turtle Creek Wealth Advisors first reported a position in Vivmark Residential in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Vivmark Residential position peaked at $1.35K in Q4 2023.
  • 623 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.