Fortem Financial Group’s Marcus & Millichap MMI Stock Holding History

Fortem Financial Group’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
2021 Q1	–	Sell	-21	Closed	-$1K	–	336
2020 Q4	$1K	Buy	+21	New	+$711	﹤0.01%	458

Other funds holding MMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fortem Financial Group's MMI Position: Q1 2021 in Review

Fortem Financial Group sold out of Marcus & Millichap (MMI) in Q1 2021, closing a stake of 21 shares — an estimated $1K sold.

Fortem Financial Group first reported a position in MMI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 152 funds tracked by Wall St. Rank hold MMI as of Q1 2021.

Fortem Financial Group reported no remaining Marcus & Millichap position as of Q1 2021 after selling out during the quarter.
Fortem Financial Group sold 21 Marcus & Millichap shares in Q1 2021, an estimated $1K.
Fortem Financial Group first reported a position in Marcus & Millichap in Q4 2020 and held it in 1 quarter.
Fortem Financial Group's Marcus & Millichap position peaked at $1K in Q4 2020.
152 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.