Truist Financial
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Truist Financial’s Marcus & Millichap MMI Stock Holding History

Truist Financial’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
2022
Q2 		– Sell
-8,623
Closed -$454K – 2727
2022
Q1 		$454K Buy
8,623
+121
+1% +$5.8K ﹤0.01% 2057
2021
Q4 		$437K Buy
+8,502
New +$396K ﹤0.01% 2098
2021
Q1 		– Sell
-6,060
Closed -$226K – 2700
2020
Q4 		$226K Buy
+6,060
New +$205K ﹤0.01% 2326
2020
Q1 		– Sell
-6,934
Closed -$258K – 2512
2019
Q4 		$258K Buy
+6,934
New +$249K ﹤0.01% 2232

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 $4.11B AUM 38.38% 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 $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Truist Financial's MMI Position: Q2 2022 in Review

Truist Financial sold out of Marcus & Millichap (MMI) in Q2 2022, closing a stake of 8,623 shares — an estimated $454K sold.

Truist Financial first reported a position in MMI in Q4 2019 and held it in 4 quarters. The position peaked at $454K in Q1 2022. 190 funds tracked by Wall St. Rank hold MMI as of Q2 2022.

  • Truist Financial reported no remaining Marcus & Millichap position as of Q2 2022 after selling out during the quarter.
  • Truist Financial sold 8,623 Marcus & Millichap shares in Q2 2022, an estimated $454K.
  • Truist Financial first reported a position in Marcus & Millichap in Q4 2019 and held it in 4 quarters.
  • Truist Financial's Marcus & Millichap position peaked at $454K in Q1 2022.
  • 190 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2022.

Based on Truist Financial's 13F filing for Q2 2022, filed 22 Jul 2022.