Heritage Wealth Management (Arizona)’s Marcus & Millichap MMI Stock Holding History

Heritage Wealth Management (Arizona)’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
2024 Q2	$207K	Sell	6,567 -121	-2%	-$3.92K	0.11%	159
2024 Q1	$229K	Sell	6,688 -101	-1%	-$3.7K	0.12%	161
2023 Q4	$297K	Buy	+6,789	New	+$225K	0.16%	122
2022 Q4	$534K	Buy	15,514 +8,614	+125%	+$306K	0.08%	199
2022 Q3	$226K	Buy	6,900 +450	+7%	+$17K	0.07%	203
2022 Q2	$239K	Buy	6,450 +140	+2%	+$6.09K	0.08%	200
2022 Q1	$332K	Buy	+6,310	New	+$302K	0.09%	176
2021 Q3	$159K	Buy	3,909 +1,084	+38%	+$42.1K	0.06%	257
2021 Q2	$110K	Buy	+2,825	New	+$106K	0.04%	325

Other funds holding MMI

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

BlackRock New York $6.73T AUM 46.02% 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 $4.38B AUM 55.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

TCM

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MMI Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Marcus & Millichap (MMI) stake by 1.8% in Q2 2024, selling an estimated $3.92K and leaving 6,567 shares worth $207K. The position accounts for 0.11% of the portfolio, ranked #159.

Heritage Wealth Management (Arizona) first reported a position in MMI in Q2 2021 and has held it in 9 quarters since. The position peaked at $534K in Q4 2022. 156 funds tracked by Wall St. Rank hold MMI as of Q2 2024.

Heritage Wealth Management (Arizona) held 6,567 shares of Marcus & Millichap worth $207K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 121 Marcus & Millichap shares in Q2 2024, an estimated $3.92K.
Marcus & Millichap made up 0.11% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #159 holding.
Heritage Wealth Management (Arizona) first reported a position in Marcus & Millichap in Q2 2021 and has held it in 9 quarters since.
Heritage Wealth Management (Arizona)'s Marcus & Millichap position peaked at $534K in Q4 2022.
156 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.