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

Axxcess 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
2022
Q2 		– Sell
-3,919
Closed -$206K – 609
2022
Q1 		$206K Buy
+3,919
New +$188K 0.02% 583

Other funds holding MMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Axxcess Wealth Management's MMI Position: Q2 2022 in Review

Axxcess Wealth Management sold out of Marcus & Millichap (MMI) in Q2 2022, closing a stake of 3,919 shares — an estimated $206K sold.

Axxcess Wealth Management first reported a position in MMI in Q1 2022 and held it in 1 quarter. The position peaked at $206K in Q1 2022. 190 funds tracked by Wall St. Rank hold MMI as of Q2 2022.

  • Axxcess Wealth Management reported no remaining Marcus & Millichap position as of Q2 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,919 Marcus & Millichap shares in Q2 2022, an estimated $206K.
  • Axxcess Wealth Management first reported a position in Marcus & Millichap in Q1 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's Marcus & Millichap position peaked at $206K in Q1 2022.
  • 190 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2022.

Based on Axxcess Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.