West Paces Advisors’s Marcus & Millichap MMI Stock Holding History

West Paces 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
2022 Q3	–	Sell	-63	Closed	-$2.33K	–	556
2022 Q2	$2.33K	Hold	63	–	–	﹤0.01%	480
2022 Q1	$3.32K	Hold	63	–	–	﹤0.01%	451
2021 Q4	$3.24K	Buy	63 +6	+11%	+$280	﹤0.01%	473
2021 Q3	$2.31K	Hold	57	–	–	﹤0.01%	498
2021 Q2	$2.22K	Buy	+57	New	+$2.14K	﹤0.01%	528

Other funds holding MMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

West Paces Advisors's MMI Position: Q3 2022 in Review

West Paces Advisors sold out of Marcus & Millichap (MMI) in Q3 2022, closing a stake of 63 shares — an estimated $2.33K sold.

West Paces Advisors first reported a position in MMI in Q2 2021 and held it in 5 quarters. The position peaked at $3.32K in Q1 2022. 184 funds tracked by Wall St. Rank hold MMI as of Q3 2022.

West Paces Advisors reported no remaining Marcus & Millichap position as of Q3 2022 after selling out during the quarter.
West Paces Advisors sold 63 Marcus & Millichap shares in Q3 2022, an estimated $2.33K.
West Paces Advisors first reported a position in Marcus & Millichap in Q2 2021 and held it in 5 quarters.
West Paces Advisors's Marcus & Millichap position peaked at $3.32K in Q1 2022.
184 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2022.

Based on West Paces Advisors's 13F filing for Q3 2022, filed 19 Dec 2023.