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

TCI 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
Q2 		– Sell
-81
Closed -$2.6K – 1414
2023
Q1 		$2.6K Sell
81
-145
-64% -$5.03K ﹤0.01% 1903
2022
Q4 		$7.79K Sell
226
-69
-23% -$2.45K ﹤0.01% 1238
2022
Q3 		$10K Buy
295
+1
+0.3% +$38 ﹤0.01% 1023
2022
Q2 		$11K Buy
294
+87
+42% +$3.78K ﹤0.01% 958
2022
Q1 		$11K Buy
207
+127
+159% +$6.08K ﹤0.01% 1048
2021
Q4 		$4K Hold
80
– – ﹤0.01% 1854
2021
Q3 		$3K Hold
80
– – ﹤0.01% 1966
2021
Q2 		$3K Hold
80
– – ﹤0.01% 1798
2021
Q1 		$3K Hold
80
– – ﹤0.01% 1553
2020
Q4 		$3K Hold
80
– – ﹤0.01% 1106
2020
Q3 		$2K Buy
+80
New +$2.22K ﹤0.01% 1133

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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

TCI Wealth Advisors's MMI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Marcus & Millichap (MMI) in Q2 2023, closing a stake of 81 shares — an estimated $2.6K sold.

TCI Wealth Advisors first reported a position in MMI in Q3 2020 and held it in 11 quarters. The position peaked at $11K in Q2 2022. 151 funds tracked by Wall St. Rank hold MMI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Marcus & Millichap position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 81 Marcus & Millichap shares in Q2 2023, an estimated $2.6K.
  • TCI Wealth Advisors first reported a position in Marcus & Millichap in Q3 2020 and held it in 11 quarters.
  • TCI Wealth Advisors's Marcus & Millichap position peaked at $11K in Q2 2022.
  • 151 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.