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TCI Wealth Advisors’s Newmark Group NMRK Stock Holding History

TCI Wealth Advisors’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
Q2 		– Sell
-320
Closed -$2.27K – 1504
2023
Q1 		$2.27K Sell
320
-446
-58% -$3.57K ﹤0.01% 1938
2022
Q4 		$6.11K Buy
766
+64
+9% +$534 ﹤0.01% 1393
2022
Q3 		$6K Buy
702
+385
+121% +$3.97K ﹤0.01% 1360
2022
Q2 		$3K Sell
317
-911
-74% -$10.5K ﹤0.01% 1847
2022
Q1 		$20K Buy
1,228
+671
+120% +$10.9K ﹤0.01% 698
2021
Q4 		$10K Buy
557
+19
+4% +$303 ﹤0.01% 1181
2021
Q3 		$8K Buy
538
+40
+8% +$516 ﹤0.01% 1272
2021
Q2 		$6K Hold
498
– – ﹤0.01% 1337
2021
Q1 		$5K Sell
498
-491
-50% -$4.4K ﹤0.01% 1280
2020
Q4 		$7K Hold
989
– – ﹤0.01% 759
2020
Q3 		$4K Sell
989
-304
-24% -$1.31K ﹤0.01% 865
2020
Q2 		$6K Buy
1,293
+621
+92% +$2.61K ﹤0.01% 694
2020
Q1 		$3K Hold
672
– – ﹤0.01% 902
2019
Q4 		$9K Sell
672
-491
-42% -$5.73K ﹤0.01% 724
2019
Q3 		$11K Buy
1,163
+491
+73% +$4.56K ﹤0.01% 629
2019
Q2 		$6K Hold
672
– – ﹤0.01% 731
2019
Q1 		$6K Hold
672
– – ﹤0.01% 747
2018
Q4 		$5K Buy
+672
New +$6.36K ﹤0.01% 772

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Newmark Group (NMRK) in Q2 2023, closing a stake of 320 shares — an estimated $2.27K sold.

TCI Wealth Advisors first reported a position in NMRK in Q4 2018 and held it in 18 quarters. The position peaked at $20K in Q1 2022. 195 funds tracked by Wall St. Rank hold NMRK as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Newmark Group position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 320 Newmark Group shares in Q2 2023, an estimated $2.27K.
  • TCI Wealth Advisors first reported a position in Newmark Group in Q4 2018 and held it in 18 quarters.
  • TCI Wealth Advisors's Newmark Group position peaked at $20K in Q1 2022.
  • 195 funds tracked by Wall St. Rank held Newmark Group as of Q2 2023.

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