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AdvisorShares Investments’s Marcus & Millichap MMI Stock Holding History

AdvisorShares Investments’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
2023
Q3 		– Sell
-12,856
Closed -$405K – 270
2023
Q2 		$405K Buy
+12,856
New +$397K 0.12% 121

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

AdvisorShares Investments's MMI Position: Q3 2023 in Review

AdvisorShares Investments sold out of Marcus & Millichap (MMI) in Q3 2023, closing a stake of 12,856 shares — an estimated $405K sold.

AdvisorShares Investments first reported a position in MMI in Q2 2023 and held it in 1 quarter. The position peaked at $405K in Q2 2023. 147 funds tracked by Wall St. Rank hold MMI as of Q3 2023.

  • AdvisorShares Investments reported no remaining Marcus & Millichap position as of Q3 2023 after selling out during the quarter.
  • AdvisorShares Investments sold 12,856 Marcus & Millichap shares in Q3 2023, an estimated $405K.
  • AdvisorShares Investments first reported a position in Marcus & Millichap in Q2 2023 and held it in 1 quarter.
  • AdvisorShares Investments's Marcus & Millichap position peaked at $405K in Q2 2023.
  • 147 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2023.

Based on AdvisorShares Investments's 13F filing for Q3 2023, filed 6 Nov 2023.