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

Ritholtz 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
2023
Q1 		– Sell
-9,649
Closed -$332K – 660
2022
Q4 		$332K Sell
9,649
-1,681
-15% -$59.7K 0.02% 440
2022
Q3 		$371K Buy
11,330
+467
+4% +$17.7K 0.02% 476
2022
Q2 		$402K Buy
10,863
+4,138
+62% +$180K 0.03% 365
2022
Q1 		$354K Buy
+6,725
New +$322K 0.02% 379

Other funds holding MMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Ritholtz Wealth Management's MMI Position: Q1 2023 in Review

Ritholtz Wealth Management sold out of Marcus & Millichap (MMI) in Q1 2023, closing a stake of 9,649 shares — an estimated $332K sold.

Ritholtz Wealth Management first reported a position in MMI in Q1 2022 and held it in 4 quarters. The position peaked at $402K in Q2 2022. 159 funds tracked by Wall St. Rank hold MMI as of Q1 2023.

  • Ritholtz Wealth Management reported no remaining Marcus & Millichap position as of Q1 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 9,649 Marcus & Millichap shares in Q1 2023, an estimated $332K.
  • Ritholtz Wealth Management first reported a position in Marcus & Millichap in Q1 2022 and held it in 4 quarters.
  • Ritholtz Wealth Management's Marcus & Millichap position peaked at $402K in Q2 2022.
  • 159 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2023.

Based on Ritholtz Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.