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Valeo Financial Advisors’s Newmark Group NMRK Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-75
Closed -$1K – 1345
2021
Q1 		$1K Buy
+75
New +$672 ﹤0.01% 1912
2019
Q3 		– Sell
-107
Closed -$1K – 1636
2019
Q2 		$1K Buy
+107
New +$901 ﹤0.01% 1480

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
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
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Newmark Group (NMRK) in Q2 2021, closing a stake of 75 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in NMRK in Q2 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 192 funds tracked by Wall St. Rank hold NMRK as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Newmark Group position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 75 Newmark Group shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Newmark Group in Q2 2019 and held it in 2 quarters.
  • Valeo Financial Advisors's Newmark Group position peaked at $1K in Q1 2021.
  • 192 funds tracked by Wall St. Rank held Newmark Group as of Q2 2021.

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