Moisand Fitzgerald Tamayo’s Newmark Group NMRK Stock Holding History

Moisand Fitzgerald Tamayo’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	-425	Closed	-$2.73K	–	763
2023 Q3	$2.73K	Hold	425	–	–	﹤0.01%	511
2023 Q2	$2.64K	Hold	425	–	–	﹤0.01%	490
2023 Q1	$3.01K	Hold	425	–	–	﹤0.01%	485
2022 Q4	$3.39K	Hold	425	–	–	﹤0.01%	455
2022 Q3	$3K	Hold	425	–	–	﹤0.01%	446
2022 Q2	$4K	Buy	+425	New	+$4.92K	﹤0.01%	343

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

Moisand Fitzgerald Tamayo's NMRK Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Newmark Group (NMRK) in Q4 2023, closing a stake of 425 shares — an estimated $2.73K sold.

Moisand Fitzgerald Tamayo first reported a position in NMRK in Q2 2022 and held it in 6 quarters. The position peaked at $4K in Q2 2022. 220 funds tracked by Wall St. Rank hold NMRK as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Newmark Group position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 425 Newmark Group shares in Q4 2023, an estimated $2.73K.
Moisand Fitzgerald Tamayo first reported a position in Newmark Group in Q2 2022 and held it in 6 quarters.
Moisand Fitzgerald Tamayo's Newmark Group position peaked at $4K in Q2 2022.
220 funds tracked by Wall St. Rank held Newmark Group as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.