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GoalVest Advisory’s Marcus & Millichap MMI Stock Holding History

GoalVest Advisory’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
Q4 		– Sell
-173
Closed -$5.08K – 449
2023
Q3 		$5.08K Buy
173
+7
+4% +$234 ﹤0.01% 344
2023
Q2 		$5.23K Buy
+166
New +$5.13K ﹤0.01% 299

Other funds holding MMI

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

GoalVest Advisory's MMI Position: Q4 2023 in Review

GoalVest Advisory sold out of Marcus & Millichap (MMI) in Q4 2023, closing a stake of 173 shares — an estimated $5.08K sold.

GoalVest Advisory first reported a position in MMI in Q2 2023 and held it in 2 quarters. The position peaked at $5.23K in Q2 2023. 151 funds tracked by Wall St. Rank hold MMI as of Q4 2023.

  • GoalVest Advisory reported no remaining Marcus & Millichap position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 173 Marcus & Millichap shares in Q4 2023, an estimated $5.08K.
  • GoalVest Advisory first reported a position in Marcus & Millichap in Q2 2023 and held it in 2 quarters.
  • GoalVest Advisory's Marcus & Millichap position peaked at $5.23K in Q2 2023.
  • 151 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.