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Sutton Wealth Advisors’s Marcus & Millichap MMI Stock Holding History

Sutton Wealth Advisors’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
-280
Closed -$9.65K – 1258
2022
Q4 		$9.65K Hold
280
– – ﹤0.01% 959
2022
Q3 		$9.18K Sell
280
-12
-4% -$454 ﹤0.01% 915
2022
Q2 		$10.8K Buy
292
+10
+4% +$435 ﹤0.01% 880
2022
Q1 		$14.9K Sell
282
-5
-2% -$240 0.01% 814
2021
Q4 		$14.8K Buy
287
+7
+3% +$326 ﹤0.01% 807
2021
Q3 		$11.4K Hold
280
– – ﹤0.01% 864
2021
Q2 		$10.9K Hold
280
– – ﹤0.01% 890
2021
Q1 		$9.44K Hold
280
– – ﹤0.01% 898
2020
Q4 		$10.4K Hold
280
– – ﹤0.01% 796
2020
Q3 		$7.71K Buy
280
+120
+75% +$3.33K ﹤0.01% 810
2020
Q2 		$4.62K Buy
+160
New +$4.51K ﹤0.01% 925
2020
Q1 		– Sell
-272
Closed -$10.1K – 1240
2019
Q4 		$10.1K Buy
272
+114
+72% +$4.1K 0.01% 819
2019
Q3 		$5.61K Buy
+158
New +$5.39K ﹤0.01% 926
2019
Q2 		– Sell
-152
Closed -$6.19K – 1195
2019
Q1 		$6.19K Buy
+152
New +$5.82K ﹤0.01% 887

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 $4.38B AUM 55.55% 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 $3.37T AUM 44.26% 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

Sutton Wealth Advisors's MMI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Marcus & Millichap (MMI) in Q1 2023, closing a stake of 280 shares — an estimated $9.65K sold.

Sutton Wealth Advisors first reported a position in MMI in Q1 2019 and held it in 14 quarters. The position peaked at $14.9K in Q1 2022. 159 funds tracked by Wall St. Rank hold MMI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Marcus & Millichap position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 280 Marcus & Millichap shares in Q1 2023, an estimated $9.65K.
  • Sutton Wealth Advisors first reported a position in Marcus & Millichap in Q1 2019 and held it in 14 quarters.
  • Sutton Wealth Advisors's Marcus & Millichap position peaked at $14.9K in Q1 2022.
  • 159 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.