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Valeo Financial Advisors’s Marcus & Millichap MMI Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-83
Closed -$3K – 1287
2021
Q1 		$3K Hold
83
– – ﹤0.01% 1712
2020
Q4 		$3K Hold
83
– – ﹤0.01% 1471
2020
Q3 		$2K Buy
+83
New +$2.3K ﹤0.01% 1415

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

Valeo Financial Advisors's MMI Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Marcus & Millichap (MMI) in Q2 2021, closing a stake of 83 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in MMI in Q3 2020 and held it in 3 quarters. The position peaked at $3K in Q1 2021. 143 funds tracked by Wall St. Rank hold MMI as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Marcus & Millichap position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 83 Marcus & Millichap shares in Q2 2021, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Marcus & Millichap in Q3 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Marcus & Millichap position peaked at $3K in Q1 2021.
  • 143 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.