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Avior Wealth Management’s Marcus & Millichap MMI Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-6
Closed -$205 – 3138
2024
Q1 		$205 Buy
+6
New +$220 ﹤0.01% 2867

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Avior Wealth Management's MMI Position: Q2 2024 in Review

Avior Wealth Management sold out of Marcus & Millichap (MMI) in Q2 2024, closing a stake of 6 shares — an estimated $205 sold.

Avior Wealth Management first reported a position in MMI in Q1 2024 and held it in 1 quarter. The position peaked at $205 in Q1 2024. 155 funds tracked by Wall St. Rank hold MMI as of Q2 2024.

  • Avior Wealth Management reported no remaining Marcus & Millichap position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 Marcus & Millichap shares in Q2 2024, an estimated $205.
  • Avior Wealth Management first reported a position in Marcus & Millichap in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Marcus & Millichap position peaked at $205 in Q1 2024.
  • 155 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.