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IronBridge Private Wealth’s Marcus & Millichap MMI Stock Holding History

IronBridge Private Wealth’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
2022
Q1 		– Sell
-100,924
Closed -$5.19M – 198
2021
Q4 		$5.19M Buy
100,924
+64,581
+178% +$3.01M 2.7% 15
2021
Q3 		$1.48M Buy
+36,343
New +$1.41M 0.79% 26

Other funds holding MMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IronBridge Private Wealth's MMI Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Marcus & Millichap (MMI) in Q1 2022, closing a stake of 100,924 shares — an estimated $5.19M sold.

IronBridge Private Wealth first reported a position in MMI in Q3 2021 and held it in 2 quarters. The position peaked at $5.19M in Q4 2021. 183 funds tracked by Wall St. Rank hold MMI as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Marcus & Millichap position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 100,924 Marcus & Millichap shares in Q1 2022, an estimated $5.19M.
  • IronBridge Private Wealth first reported a position in Marcus & Millichap in Q3 2021 and held it in 2 quarters.
  • IronBridge Private Wealth's Marcus & Millichap position peaked at $5.19M in Q4 2021.
  • 183 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.