Integrated Advisors Network’s Newmark Group NMRK Stock Holding History

Integrated Advisors Network’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
2023 Q4	–	Sell	-10,350	Closed	-$66.6K	–	700
2023 Q3	$66.6K	Hold	10,350	–	–	﹤0.01%	645
2023 Q2	$64.4K	Hold	10,350	–	–	﹤0.01%	648
2023 Q1	$73.3K	Hold	10,350	–	–	﹤0.01%	651
2022 Q4	$82.5K	Hold	10,350	–	–	0.01%	613
2022 Q3	$83K	Hold	10,350	–	–	0.01%	622
2022 Q2	$100K	Hold	10,350	–	–	0.01%	637
2022 Q1	$165K	Sell	10,350 -488	-5%	-$7.95K	0.01%	635
2021 Q4	$203K	Hold	10,838	–	–	0.01%	600
2021 Q3	$155K	Buy	10,838 +136	+1%	+$1.75K	0.01%	586
2021 Q2	$129K	Buy	10,702 +352	+3%	+$4.22K	0.01%	564
2021 Q1	$104K	Hold	10,350	–	–	0.01%	529
2020 Q4	$75K	Hold	10,350	–	–	0.01%	491
2020 Q3	$45K	Sell	10,350 -384	-4%	-$1.66K	0.01%	430
2020 Q2	$52K	Buy	+10,734	New	+$45.1K	0.01%	435

Other funds holding NMRK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Integrated Advisors Network's NMRK Position: Q4 2023 in Review

Integrated Advisors Network sold out of Newmark Group (NMRK) in Q4 2023, closing a stake of 10,350 shares — an estimated $66.6K sold.

Integrated Advisors Network first reported a position in NMRK in Q2 2020 and held it in 14 quarters. The position peaked at $203K in Q4 2021. 220 funds tracked by Wall St. Rank hold NMRK as of Q4 2023.

Integrated Advisors Network reported no remaining Newmark Group position as of Q4 2023 after selling out during the quarter.
Integrated Advisors Network sold 10,350 Newmark Group shares in Q4 2023, an estimated $66.6K.
Integrated Advisors Network first reported a position in Newmark Group in Q2 2020 and held it in 14 quarters.
Integrated Advisors Network's Newmark Group position peaked at $203K in Q4 2021.
220 funds tracked by Wall St. Rank held Newmark Group as of Q4 2023.

Based on Integrated Advisors Network's 13F filing for Q4 2023, filed 26 Feb 2024.