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Advisornet Financial’s Marcus & Millichap MMI Stock Holding History

Advisornet Financial’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$44 – 2336
2023
Q4 		$44 Sell
1
-1
-50% -$33 ﹤0.01% 2400
2023
Q3 		$59 Buy
2
+1
+100% +$33 ﹤0.01% 2236
2023
Q2 		$32 Buy
+1
New +$31 ﹤0.01% 2328
2023
Q1 		– Sell
-2
Closed -$69 – 2462
2022
Q4 		$69 Buy
+2
New +$71 ﹤0.01% 2315

Other funds holding MMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisornet Financial's MMI Position: Q1 2024 in Review

Advisornet Financial sold out of Marcus & Millichap (MMI) in Q1 2024, closing a stake of 1 share — an estimated $44 sold.

Advisornet Financial first reported a position in MMI in Q4 2022 and held it in 4 quarters. The position peaked at $69 in Q4 2022. 159 funds tracked by Wall St. Rank hold MMI as of Q1 2024.

  • Advisornet Financial reported no remaining Marcus & Millichap position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 1 Marcus & Millichap share in Q1 2024, an estimated $44.
  • Advisornet Financial first reported a position in Marcus & Millichap in Q4 2022 and held it in 4 quarters.
  • Advisornet Financial's Marcus & Millichap position peaked at $69 in Q4 2022.
  • 159 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.