HWMA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return