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Harvest Group Wealth Management’s Marcus & Millichap MMI Stock Holding History

Harvest Group Wealth 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
2020
Q1 		– Sell
-61
Closed -$2K – 791
2019
Q4 		$2K Hold
61
– – ﹤0.01% 636
2019
Q3 		$2K Buy
+61
New +$2.08K ﹤0.01% 725
2019
Q2 		– Sell
-36
Closed -$1K – 963
2019
Q1 		$1K Buy
+36
New +$1.38K ﹤0.01% 801

Other funds holding MMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Harvest Group Wealth Management's MMI Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Marcus & Millichap (MMI) in Q1 2020, closing a stake of 61 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in MMI in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 138 funds tracked by Wall St. Rank hold MMI as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Marcus & Millichap position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 61 Marcus & Millichap shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Marcus & Millichap in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Marcus & Millichap position peaked at $2K in Q4 2019.
  • 138 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.