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Better Money Decisions’s Marcus & Millichap MMI Stock Holding History

Better Money Decisions’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
Q3 		– Sell
-117
Closed -$4K – 286
2022
Q2 		$4K Buy
+117
New +$5.09K ﹤0.01% 396
2021
Q4 		– Sell
-117
Closed -$5K – 376
2021
Q3 		$5K Hold
117
– – ﹤0.01% 511
2021
Q2 		$5K Hold
117
– – ﹤0.01% 500
2021
Q1 		$4K Buy
+117
New +$4.3K ﹤0.01% 493

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
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Better Money Decisions's MMI Position: Q3 2022 in Review

Better Money Decisions sold out of Marcus & Millichap (MMI) in Q3 2022, closing a stake of 117 shares — an estimated $4K sold.

Better Money Decisions first reported a position in MMI in Q1 2021 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 184 funds tracked by Wall St. Rank hold MMI as of Q3 2022.

  • Better Money Decisions reported no remaining Marcus & Millichap position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 117 Marcus & Millichap shares in Q3 2022, an estimated $4K.
  • Better Money Decisions first reported a position in Marcus & Millichap in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's Marcus & Millichap position peaked at $5K in Q3 2021.
  • 184 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.