GWMIA
NMRK icon

Global Wealth Management Investment Advisory’s Newmark Group NMRK Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio NMRK Stock Details NMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-23
Closed -$252 – 331
2023
Q4 		$252 Hold
23
– – ﹤0.01% 455
2023
Q3 		$148 Buy
+23
New +$159 ﹤0.01% 465

Other funds holding NMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Global Wealth Management Investment Advisory's NMRK Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Newmark Group (NMRK) in Q1 2024, closing a stake of 23 shares — an estimated $252 sold.

Global Wealth Management Investment Advisory first reported a position in NMRK in Q3 2023 and held it in 2 quarters. The position peaked at $252 in Q4 2023. 233 funds tracked by Wall St. Rank hold NMRK as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Newmark Group position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 23 Newmark Group shares in Q1 2024, an estimated $252.
  • Global Wealth Management Investment Advisory first reported a position in Newmark Group in Q3 2023 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's Newmark Group position peaked at $252 in Q4 2023.
  • 233 funds tracked by Wall St. Rank held Newmark Group as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.