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

Wipfli 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
2022
Q3 		$23K Buy
+683
New +$25.8K ﹤0.01% 1516

Other funds holding MMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Wipfli Financial Advisors's MMI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Marcus & Millichap (MMI) in Q3 2022: 683 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #1516 among its holdings.

184 funds tracked by Wall St. Rank hold MMI as of Q3 2022.

  • Wipfli Financial Advisors held 683 shares of Marcus & Millichap worth $23K as of Q3 2022.
  • Marcus & Millichap was a new Wipfli Financial Advisors position in Q3 2022.
  • Marcus & Millichap made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1516 holding.
  • 184 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.