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Bell Investment Advisors’s Marcus & Millichap MMI Stock Holding History

Bell Investment Advisors’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
2026
Q1 		$532 Buy
+20
New +$526 ﹤0.01% 1717
2024
Q3 		– Sell
-17
Closed -$536 – 1916
2024
Q2 		$536 Hold
17
– – ﹤0.01% 1794
2024
Q1 		$581 Hold
17
– – ﹤0.01% 1769
2023
Q4 		$743 Buy
17
+1
+6% +$33 ﹤0.01% 1676
2023
Q3 		$470 Hold
16
– – ﹤0.01% 1820
2023
Q2 		$505 Hold
16
– – ﹤0.01% 1846
2023
Q1 		$514 Buy
+16
New +$555 ﹤0.01% 1817
2022
Q3 		– Sell
-38
Closed -$1K – 1868
2022
Q2 		$1K Buy
+38
New +$1.65K ﹤0.01% 1499

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VPM
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Pzena Investment Management
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Dimensional Fund Advisors
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return