LWM
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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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return