Key Financial Inc’s Newmark Group NMRK Stock Holding History

Key Financial Inc’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	-500	Closed	-$3.21K	–	1347
2023 Q3	$3.21K	Hold	500	–	–	﹤0.01%	1049
2023 Q2	$3.11K	Hold	500	–	–	﹤0.01%	1098
2023 Q1	$3.54K	Hold	500	–	–	﹤0.01%	871
2022 Q4	$4.03K	Hold	500	–	–	﹤0.01%	828
2022 Q3	$4K	Hold	500	–	–	﹤0.01%	840
2022 Q2	$5K	Hold	500	–	–	﹤0.01%	802
2022 Q1	$8K	Buy	+500	New	+$8.15K	﹤0.01%	693

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

Key Financial Inc's NMRK Position: Q4 2023 in Review

Key Financial Inc sold out of Newmark Group (NMRK) in Q4 2023, closing a stake of 500 shares — an estimated $3.21K sold.

Key Financial Inc first reported a position in NMRK in Q1 2022 and held it in 7 quarters. The position peaked at $8K in Q1 2022. 220 funds tracked by Wall St. Rank hold NMRK as of Q4 2023.

Key Financial Inc reported no remaining Newmark Group position as of Q4 2023 after selling out during the quarter.
Key Financial Inc sold 500 Newmark Group shares in Q4 2023, an estimated $3.21K.
Key Financial Inc first reported a position in Newmark Group in Q1 2022 and held it in 7 quarters.
Key Financial Inc's Newmark Group position peaked at $8K in Q1 2022.
220 funds tracked by Wall St. Rank held Newmark Group as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.