BAM
MMI icon

Belpointe Asset Management’s Marcus & Millichap MMI Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-440
Closed -$14.1K – 2250
2023
Q1 		$14.1K Buy
+440
New +$15.3K ﹤0.01% 2518

Other funds holding MMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Belpointe Asset Management's MMI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Marcus & Millichap (MMI) in Q2 2023, closing a stake of 440 shares — an estimated $14.1K sold.

Belpointe Asset Management first reported a position in MMI in Q1 2023 and held it in 1 quarter. The position peaked at $14.1K in Q1 2023. 151 funds tracked by Wall St. Rank hold MMI as of Q2 2023.

  • Belpointe Asset Management reported no remaining Marcus & Millichap position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 440 Marcus & Millichap shares in Q2 2023, an estimated $14.1K.
  • Belpointe Asset Management first reported a position in Marcus & Millichap in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Marcus & Millichap position peaked at $14.1K in Q1 2023.
  • 151 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.