JFS Wealth Advisors’s Marcus & Millichap MMI Stock Holding History

JFS Wealth Advisors’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
2025 Q2	–	Sell	-1	Closed	-$35	–	1934
2025 Q1	$35	Hold	1	–	–	﹤0.01%	1911
2024 Q4	$39	Hold	1	–	–	﹤0.01%	1917
2024 Q3	$40	Sell	1 -2	-67%	-$75	﹤0.01%	1941
2024 Q2	$95	Sell	3 -1	-25%	-$32	﹤0.01%	1936
2024 Q1	$137	Buy	4 +1	+33%	+$37	﹤0.01%	1922
2023 Q4	$132	Sell	3 -1	-25%	-$33	﹤0.01%	1941
2023 Q3	$118	Buy	4 +1	+33%	+$33	﹤0.01%	1898
2023 Q2	$95	Buy	3 +2	+200%	+$62	﹤0.01%	1927
2023 Q1	$33	Sell	1 -3	-75%	-$104	﹤0.01%	1936
2022 Q4	$138	Hold	4	–	–	﹤0.01%	1855
2022 Q3	$0	Buy	4 +2	+100%	+$76	﹤0.01%	1851
2022 Q2	$0	Buy	+2	New	+$87	﹤0.01%	1859

Other funds holding MMI

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

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

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

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

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Lord, Abbett & Co

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Geode Capital Management

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

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return