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Avior Wealth Management’s Newmark Group NMRK Stock Holding History

Avior 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
2024
Q2 		– Sell
-29
Closed -$321 – 3190
2024
Q1 		$321 Buy
+29
New +$303 ﹤0.01% 2704
2023
Q2 		– Sell
-1,200
Closed -$8.5K – 1638
2023
Q1 		$8.5K Buy
+1,200
New +$9.62K ﹤0.01% 1081
2019
Q3 		– Sell
-29,313
Closed -$263K – 840
2019
Q2 		$263K Hold
29,313
– – 0.05% 322
2019
Q1 		$244K Buy
29,313
+13,730
+88% +$130K 0.05% 316
2018
Q4 		$124K Buy
+15,583
New +$147K 0.03% 406

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Avior Wealth Management sold out of Newmark Group (NMRK) in Q2 2024, closing a stake of 29 shares — an estimated $321 sold.

Avior Wealth Management first reported a position in NMRK in Q4 2018 and held it in 5 quarters. The position peaked at $263K in Q2 2019. 234 funds tracked by Wall St. Rank hold NMRK as of Q2 2024.

  • Avior Wealth Management reported no remaining Newmark Group position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 29 Newmark Group shares in Q2 2024, an estimated $321.
  • Avior Wealth Management first reported a position in Newmark Group in Q4 2018 and held it in 5 quarters.
  • Avior Wealth Management's Newmark Group position peaked at $263K in Q2 2019.
  • 234 funds tracked by Wall St. Rank held Newmark Group as of Q2 2024.

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