Financial Gravity Asset Management’s Marcus & Millichap MMI Stock Holding History

Financial Gravity 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 Q1	–	Sell	-34	Closed	-$165	–	1447
2022 Q4	$165	Buy	+34	New	+$1.21K	﹤0.01%	1019
2019 Q4	–	Sell	-9	Closed	–	–	1594
2019 Q3	$0	Sell	9 -93	-91%	-$3.17K	﹤0.01%	1424
2019 Q2	$3K	Sell	102 -4	-4%	-$145	﹤0.01%	815
2019 Q1	$4K	Buy	+106	New	+$4.06K	﹤0.01%	765
2018 Q3	–	Sell	-158	Closed	-$6K	–	1529
2018 Q2	$6K	Buy	158 +139	+732%	+$5.13K	0.01%	695
2018 Q1	$1K	Buy	+19	New	+$620	﹤0.01%	1199

Other funds holding MMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Financial Gravity Asset Management's MMI Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Marcus & Millichap (MMI) in Q1 2023, closing a stake of 34 shares — an estimated $165 sold.

Financial Gravity Asset Management first reported a position in MMI in Q1 2018 and held it in 6 quarters. The position peaked at $6K in Q2 2018. 159 funds tracked by Wall St. Rank hold MMI as of Q1 2023.

Financial Gravity Asset Management reported no remaining Marcus & Millichap position as of Q1 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 34 Marcus & Millichap shares in Q1 2023, an estimated $165.
Financial Gravity Asset Management first reported a position in Marcus & Millichap in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's Marcus & Millichap position peaked at $6K in Q2 2018.
159 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.