TWA
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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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $122B AUM 29.27% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return