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SYSTM Wealth Solutions’s Newmark Group NMRK Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-4,402
Closed -$48.8K – 856
2024
Q1 		$48.8K Sell
4,402
-2,295
-34% -$24K 0.01% 577
2023
Q4 		$73.4K Buy
+6,697
New +$50.6K 0.01% 510

Other funds holding NMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYSTM Wealth Solutions's NMRK Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Newmark Group (NMRK) in Q2 2024, closing a stake of 4,402 shares — an estimated $48.8K sold.

SYSTM Wealth Solutions first reported a position in NMRK in Q4 2023 and held it in 2 quarters. The position peaked at $73.4K in Q4 2023. 234 funds tracked by Wall St. Rank hold NMRK as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Newmark Group position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 4,402 Newmark Group shares in Q2 2024, an estimated $48.8K.
  • SYSTM Wealth Solutions first reported a position in Newmark Group in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Newmark Group position peaked at $73.4K in Q4 2023.
  • 234 funds tracked by Wall St. Rank held Newmark Group as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.