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Raffa Wealth Management’s Marcus & Millichap MMI Stock Holding History

Raffa 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
2024
Q3 		– Sell
-643
Closed -$20.3K – 1136
2024
Q2 		$20.3K Hold
643
– – 0.01% 321
2024
Q1 		$22K Buy
+643
New +$23.6K 0.01% 292

Other funds holding MMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raffa Wealth Management's MMI Position: Q3 2024 in Review

Raffa Wealth Management sold out of Marcus & Millichap (MMI) in Q3 2024, closing a stake of 643 shares — an estimated $20.3K sold.

Raffa Wealth Management first reported a position in MMI in Q1 2024 and held it in 2 quarters. The position peaked at $22K in Q1 2024. 166 funds tracked by Wall St. Rank hold MMI as of Q3 2024.

  • Raffa Wealth Management reported no remaining Marcus & Millichap position as of Q3 2024 after selling out during the quarter.
  • Raffa Wealth Management sold 643 Marcus & Millichap shares in Q3 2024, an estimated $20.3K.
  • Raffa Wealth Management first reported a position in Marcus & Millichap in Q1 2024 and held it in 2 quarters.
  • Raffa Wealth Management's Marcus & Millichap position peaked at $22K in Q1 2024.
  • 166 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2024.

Based on Raffa Wealth Management's 13F filing for Q3 2024, filed 27 Jul 2026.