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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
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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

JFS Wealth Advisors's MMI Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Marcus & Millichap (MMI) in Q2 2025, closing a stake of 1 share — an estimated $35 sold.

JFS Wealth Advisors first reported a position in MMI in Q2 2022 and held it in 12 quarters. The position peaked at $138 in Q4 2022. 169 funds tracked by Wall St. Rank hold MMI as of Q2 2025.

  • JFS Wealth Advisors reported no remaining Marcus & Millichap position as of Q2 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 1 Marcus & Millichap share in Q2 2025, an estimated $35.
  • JFS Wealth Advisors first reported a position in Marcus & Millichap in Q2 2022 and held it in 12 quarters.
  • JFS Wealth Advisors's Marcus & Millichap position peaked at $138 in Q4 2022.
  • 169 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.