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Glassman Wealth Services’s Marcus & Millichap MMI Stock Holding History

Glassman Wealth Services’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
-19
Closed -$1K – 1871
2022
Q2 		$1K Hold
19
– – ﹤0.01% 1471
2022
Q1 		$1K Hold
19
– – ﹤0.01% 1452
2021
Q4 		$1K Hold
19
– – ﹤0.01% 1428
2021
Q3 		$1K Buy
+19
New +$737 ﹤0.01% 1398

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

Glassman Wealth Services's MMI Position: Q3 2022 in Review

Glassman Wealth Services sold out of Marcus & Millichap (MMI) in Q3 2022, closing a stake of 19 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in MMI in Q3 2021 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 184 funds tracked by Wall St. Rank hold MMI as of Q3 2022.

  • Glassman Wealth Services reported no remaining Marcus & Millichap position as of Q3 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 19 Marcus & Millichap shares in Q3 2022, an estimated $1K.
  • Glassman Wealth Services first reported a position in Marcus & Millichap in Q3 2021 and held it in 4 quarters.
  • Glassman Wealth Services's Marcus & Millichap position peaked at $1K in Q2 2022.
  • 184 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2022.

Based on Glassman Wealth Services's 13F filing for Q3 2022, filed 9 Nov 2022.