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Marcum Wealth’s NeuroOne Medical Technologies NMTC Stock Holding History

Marcum Wealth’s Portfolio NMTC Stock Details NMTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,000
Closed -$9.91K – 418
2024
Q4 		$9.91K Hold
2,000
– – ﹤0.01% 400
2024
Q3 		$11.9K Buy
+2,000
New +$10K ﹤0.01% 399

Other funds holding NMTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Marcum Wealth's NMTC Position: Q1 2025 in Review

Marcum Wealth sold out of NeuroOne Medical Technologies (NMTC) in Q1 2025, closing a stake of 2,000 shares — an estimated $9.91K sold.

Marcum Wealth first reported a position in NMTC in Q3 2024 and held it in 2 quarters. The position peaked at $11.9K in Q3 2024. 18 funds tracked by Wall St. Rank hold NMTC as of Q1 2025.

  • Marcum Wealth reported no remaining NeuroOne Medical Technologies position as of Q1 2025 after selling out during the quarter.
  • Marcum Wealth sold 2,000 NeuroOne Medical Technologies shares in Q1 2025, an estimated $9.91K.
  • Marcum Wealth first reported a position in NeuroOne Medical Technologies in Q3 2024 and held it in 2 quarters.
  • Marcum Wealth's NeuroOne Medical Technologies position peaked at $11.9K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held NeuroOne Medical Technologies as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.