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Liberty Wealth Management’s Marcus & Millichap MMI Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-496
Closed -$22K – 741
2021
Q3 		$22K Buy
496
+245
+98% +$9.51K 0.01% 621
2021
Q2 		$10K Hold
251
– – ﹤0.01% 655
2021
Q1 		$9K Hold
251
– – ﹤0.01% 618
2020
Q4 		$9K Buy
251
+4
+2% +$136 ﹤0.01% 613
2020
Q3 		$7K Hold
247
– – ﹤0.01% 575
2020
Q2 		$7K Hold
247
– – ﹤0.01% 551
2020
Q1 		$7K Sell
247
-22
-8% -$740 0.01% 517
2019
Q4 		$10K Hold
269
– – 0.01% 540
2019
Q3 		$10K Sell
269
-7
-3% -$239 0.01% 517
2019
Q2 		$9K Hold
276
– – 0.01% 544
2019
Q1 		$11K Hold
276
– – 0.01% 426
2018
Q4 		$9K Buy
+276
New +$9.45K 0.01% 447

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
Royce & Associates
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
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Liberty Wealth Management's MMI Position: Q4 2021 in Review

Liberty Wealth Management sold out of Marcus & Millichap (MMI) in Q4 2021, closing a stake of 496 shares — an estimated $22K sold.

Liberty Wealth Management first reported a position in MMI in Q4 2018 and held it in 12 quarters. The position peaked at $22K in Q3 2021. 167 funds tracked by Wall St. Rank hold MMI as of Q4 2021.

  • Liberty Wealth Management reported no remaining Marcus & Millichap position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 496 Marcus & Millichap shares in Q4 2021, an estimated $22K.
  • Liberty Wealth Management first reported a position in Marcus & Millichap in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Marcus & Millichap position peaked at $22K in Q3 2021.
  • 167 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.