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Aviance Capital Partners’s Marcus & Millichap MMI Stock Holding History

Aviance Capital Partners’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
-32,723
Closed -$1.03M – 264
2023
Q2 		$1.03M Buy
32,723
+1,025
+3% +$31.7K 0.22% 126
2023
Q1 		$1.02M Buy
31,698
+391
+1% +$13.6K 0.23% 124
2022
Q4 		$1.08M Buy
31,307
+1,484
+5% +$52.7K 0.25% 116
2022
Q3 		$978K Buy
+29,823
New +$1.13M 0.24% 119

Other funds holding MMI

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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Aviance Capital Partners's MMI Position: Q3 2023 in Review

Aviance Capital Partners sold out of Marcus & Millichap (MMI) in Q3 2023, closing a stake of 32,723 shares — an estimated $1.03M sold.

Aviance Capital Partners first reported a position in MMI in Q3 2022 and held it in 4 quarters. The position peaked at $1.08M in Q4 2022. 147 funds tracked by Wall St. Rank hold MMI as of Q3 2023.

  • Aviance Capital Partners reported no remaining Marcus & Millichap position as of Q3 2023 after selling out during the quarter.
  • Aviance Capital Partners sold 32,723 Marcus & Millichap shares in Q3 2023, an estimated $1.03M.
  • Aviance Capital Partners first reported a position in Marcus & Millichap in Q3 2022 and held it in 4 quarters.
  • Aviance Capital Partners's Marcus & Millichap position peaked at $1.08M in Q4 2022.
  • 147 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2023.

Based on Aviance Capital Partners's 13F filing for Q3 2023, filed 7 Nov 2023.