Spire Wealth Management’s Newmark Group NMRK Stock Holding History

Spire Wealth Management’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
2023 Q1	–	Sell	-254	Closed	-$2K	–	2553
2022 Q4	$2K	Buy	+254	New	+$2.12K	﹤0.01%	2073
2022 Q1	–	Sell	-2,694	Closed	-$50K	–	2755
2021 Q4	$50K	Buy	+2,694	New	+$42.9K	﹤0.01%	1735
2021 Q2	–	Sell	-2,693	Closed	-$28K	–	2840
2021 Q1	$28K	Buy	+2,693	New	+$24.1K	﹤0.01%	2002

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $3.07B AUM 34.24% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Spire Wealth Management's NMRK Position: Q1 2023 in Review

Spire Wealth Management sold out of Newmark Group (NMRK) in Q1 2023, closing a stake of 254 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in NMRK in Q1 2021 and held it in 3 quarters. The position peaked at $50K in Q4 2021. 209 funds tracked by Wall St. Rank hold NMRK as of Q1 2023.

Spire Wealth Management reported no remaining Newmark Group position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 254 Newmark Group shares in Q1 2023, an estimated $2K.
Spire Wealth Management first reported a position in Newmark Group in Q1 2021 and held it in 3 quarters.
Spire Wealth Management's Newmark Group position peaked at $50K in Q4 2021.
209 funds tracked by Wall St. Rank held Newmark Group as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.