Optimize Financial’s Newmark Group NMRK Stock Holding History

Optimize Financial’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
2025 Q1	–	Sell	-10,301	Closed	-$132K	–	264
2024 Q4	$132K	Buy	+10,301	New	+$152K	0.1%	230

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

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Optimize Financial's NMRK Position: Q1 2025 in Review

Optimize Financial sold out of Newmark Group (NMRK) in Q1 2025, closing a stake of 10,301 shares — an estimated $132K sold.

Optimize Financial first reported a position in NMRK in Q4 2024 and held it in 1 quarter. The position peaked at $132K in Q4 2024. 295 funds tracked by Wall St. Rank hold NMRK as of Q1 2025.

Optimize Financial reported no remaining Newmark Group position as of Q1 2025 after selling out during the quarter.
Optimize Financial sold 10,301 Newmark Group shares in Q1 2025, an estimated $132K.
Optimize Financial first reported a position in Newmark Group in Q4 2024 and held it in 1 quarter.
Optimize Financial's Newmark Group position peaked at $132K in Q4 2024.
295 funds tracked by Wall St. Rank held Newmark Group as of Q1 2025.

Based on Optimize Financial's 13F filing for Q1 2025, filed 14 May 2025.