TD Private Client Wealth’s Newmark Group NMRK Stock Holding History

TD Private Client Wealth’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 Q4	–	Sell	-2,033	Closed	-$13.1K	–	1239
2023 Q3	$13.1K	Hold	2,033	–	–	﹤0.01%	998
2023 Q2	$12.6K	Hold	2,033	–	–	﹤0.01%	1013
2023 Q1	$14.4K	Hold	2,033	–	–	﹤0.01%	986
2022 Q4	$16.2K	Sell	2,033 -1,650	-45%	-$13.8K	﹤0.01%	946
2022 Q3	$29.7K	Buy	3,683 +2,134	+138%	+$22K	﹤0.01%	838
2022 Q2	$15K	Buy	1,549 +602	+64%	+$6.97K	﹤0.01%	957
2022 Q1	$15.1K	Buy	+947	New	+$15.4K	﹤0.01%	989

Other funds holding NMRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TD Private Client Wealth's NMRK Position: Q4 2023 in Review

TD Private Client Wealth sold out of Newmark Group (NMRK) in Q4 2023, closing a stake of 2,033 shares — an estimated $13.1K sold.

TD Private Client Wealth first reported a position in NMRK in Q1 2022 and held it in 7 quarters. The position peaked at $29.7K in Q3 2022. 220 funds tracked by Wall St. Rank hold NMRK as of Q4 2023.

TD Private Client Wealth reported no remaining Newmark Group position as of Q4 2023 after selling out during the quarter.
TD Private Client Wealth sold 2,033 Newmark Group shares in Q4 2023, an estimated $13.1K.
TD Private Client Wealth first reported a position in Newmark Group in Q1 2022 and held it in 7 quarters.
TD Private Client Wealth's Newmark Group position peaked at $29.7K in Q3 2022.
220 funds tracked by Wall St. Rank held Newmark Group as of Q4 2023.

Based on TD Private Client Wealth's 13F filing for Q4 2023, filed 16 Aug 2024.