Wealthcare Advisory Partners’s Newmark Group NMRK Stock Holding History

Wealthcare Advisory Partners’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	-200	Closed	-$2K	–	1386
2021 Q1	$2K	Buy	+200	New	+$1.79K	﹤0.01%	1895
2020 Q2	–	Sell	-719	Closed	-$3K	–	1008
2020 Q1	$3K	Buy	719 +519	+260%	+$5.09K	﹤0.01%	1245
2019 Q4	$3K	Hold	200	–	–	﹤0.01%	1207
2019 Q3	$2K	Sell	200 -463	-70%	-$4.3K	﹤0.01%	1228
2019 Q2	$6K	Buy	663 +463	+232%	+$3.9K	﹤0.01%	1024
2019 Q1	$2K	Buy	+200	New	+$1.9K	﹤0.01%	1105

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wealthcare Advisory Partners's NMRK Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Newmark Group (NMRK) in Q2 2021, closing a stake of 200 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in NMRK in Q1 2019 and held it in 6 quarters. The position peaked at $6K in Q2 2019. 192 funds tracked by Wall St. Rank hold NMRK as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Newmark Group position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 200 Newmark Group shares in Q2 2021, an estimated $2K.
Wealthcare Advisory Partners first reported a position in Newmark Group in Q1 2019 and held it in 6 quarters.
Wealthcare Advisory Partners's Newmark Group position peaked at $6K in Q2 2019.
192 funds tracked by Wall St. Rank held Newmark Group as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.