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Sowell Financial Services’s Newmark Group NMRK Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-286
Closed -$2K – 3236
2020
Q4 		$2K Buy
+286
New +$1.77K ﹤0.01% 2486
2020
Q2 		– Sell
-9,173
Closed -$39K – 2597
2020
Q1 		$39K Buy
9,173
+8,511
+1,286% +$83.5K ﹤0.01% 1134
2019
Q4 		$9K Buy
662
+229
+53% +$2.67K ﹤0.01% 1722
2019
Q3 		$4K Buy
+433
New +$4.02K ﹤0.01% 1859

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
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's NMRK Position: Q1 2021 in Review

Sowell Financial Services sold out of Newmark Group (NMRK) in Q1 2021, closing a stake of 286 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in NMRK in Q3 2019 and held it in 4 quarters. The position peaked at $39K in Q1 2020. 196 funds tracked by Wall St. Rank hold NMRK as of Q1 2021.

  • Sowell Financial Services reported no remaining Newmark Group position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 286 Newmark Group shares in Q1 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in Newmark Group in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's Newmark Group position peaked at $39K in Q1 2020.
  • 196 funds tracked by Wall St. Rank held Newmark Group as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.