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Atlas Private Wealth Management’s Newmark Group NMRK Stock Holding History

Atlas Private Wealth Management’s Portfolio NMRK Stock Details NMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,576
Closed -$16K – 282
2021
Q1 		$16K Buy
+1,576
New +$14.1K 0.01% 273
2020
Q3 		– Sell
-2,031
Closed -$10K – 446
2020
Q2 		$10K Hold
2,031
– – 0.01% 327
2020
Q1 		$9K Hold
2,031
– – 0.01% 319
2019
Q4 		$27K Buy
+2,031
New +$23.7K 0.02% 256

Other funds holding NMRK

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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atlas Private Wealth Management's NMRK Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Newmark Group (NMRK) in Q2 2021, closing a stake of 1,576 shares — an estimated $16K sold.

Atlas Private Wealth Management first reported a position in NMRK in Q4 2019 and held it in 4 quarters. The position peaked at $27K in Q4 2019. 192 funds tracked by Wall St. Rank hold NMRK as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Newmark Group position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 1,576 Newmark Group shares in Q2 2021, an estimated $16K.
  • Atlas Private Wealth Management first reported a position in Newmark Group in Q4 2019 and held it in 4 quarters.
  • Atlas Private Wealth Management's Newmark Group position peaked at $27K in Q4 2019.
  • 192 funds tracked by Wall St. Rank held Newmark Group as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.