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ShoreHaven Wealth Partners’s Newmark Group NMRK Stock Holding History

ShoreHaven Wealth Partners’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
2021
Q2 		– Sell
-2,615
Closed -$26K – 191
2021
Q1 		$26K Hold
2,615
– – 0.01% 160
2020
Q4 		$19K Buy
+2,615
New +$16.2K 0.01% 152

Other funds holding NMRK

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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ShoreHaven Wealth Partners's NMRK Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Newmark Group (NMRK) in Q2 2021, closing a stake of 2,615 shares — an estimated $26K sold.

ShoreHaven Wealth Partners first reported a position in NMRK in Q4 2020 and held it in 2 quarters. The position peaked at $26K in Q1 2021. 192 funds tracked by Wall St. Rank hold NMRK as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Newmark Group position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 2,615 Newmark Group shares in Q2 2021, an estimated $26K.
  • ShoreHaven Wealth Partners first reported a position in Newmark Group in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Newmark Group position peaked at $26K in Q1 2021.
  • 192 funds tracked by Wall St. Rank held Newmark Group as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.