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WealthPLAN Partners’s Newmark Group NMRK Stock Holding History

WealthPLAN 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
2023
Q2 		– Sell
-5
Closed -$35 – 1351
2023
Q1 		$35 Buy
+5
New +$40 ﹤0.01% 1307

Other funds holding NMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

WealthPLAN Partners's NMRK Position: Q2 2023 in Review

WealthPLAN Partners sold out of Newmark Group (NMRK) in Q2 2023, closing a stake of 5 shares — an estimated $35 sold.

WealthPLAN Partners first reported a position in NMRK in Q1 2023 and held it in 1 quarter. The position peaked at $35 in Q1 2023. 195 funds tracked by Wall St. Rank hold NMRK as of Q2 2023.

  • WealthPLAN Partners reported no remaining Newmark Group position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 5 Newmark Group shares in Q2 2023, an estimated $35.
  • WealthPLAN Partners first reported a position in Newmark Group in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Newmark Group position peaked at $35 in Q1 2023.
  • 195 funds tracked by Wall St. Rank held Newmark Group as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.