Meridian Wealth Partners’s Marcus & Millichap MMI Stock Holding History

Meridian Wealth Partners’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 Q2	–	Sell	-30	Closed	-$1K	–	802
2021 Q1	$1K	Buy	+30	New	+$1.1K	﹤0.01%	1204

Other funds holding MMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Meridian Wealth Partners's MMI Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Marcus & Millichap (MMI) in Q2 2021, closing a stake of 30 shares — an estimated $1K sold.

Meridian Wealth Partners first reported a position in MMI in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 143 funds tracked by Wall St. Rank hold MMI as of Q2 2021.

Meridian Wealth Partners reported no remaining Marcus & Millichap position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 30 Marcus & Millichap shares in Q2 2021, an estimated $1K.
Meridian Wealth Partners first reported a position in Marcus & Millichap in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Marcus & Millichap position peaked at $1K in Q1 2021.
143 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.