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Advisory Research’s RE/MAX Holdings RMAX Stock Holding History

Advisory Research’s Portfolio RMAX Stock Details RMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-106,633
Closed -$3.87M – 385
2020
Q4 		$3.87M Sell
106,633
-19,467
-15% -$662K 0.28% 86
2020
Q3 		$4.13M Buy
126,100
+36,405
+41% +$1.22M 0.4% 73
2020
Q2 		$2.82M Buy
+89,695
New +$2.38M 0.25% 96

Other funds holding RMAX

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Aureus Asset Management Boston, Massachusetts $1.5B AUM 20.3% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's RMAX Position: Q1 2021 in Review

Advisory Research sold out of RE/MAX Holdings (RMAX) in Q1 2021, closing a stake of 106,633 shares — an estimated $3.87M sold.

Advisory Research first reported a position in RMAX in Q2 2020 and held it in 3 quarters. The position peaked at $4.13M in Q3 2020. 140 funds tracked by Wall St. Rank hold RMAX as of Q1 2021.

  • Advisory Research reported no remaining RE/MAX Holdings position as of Q1 2021 after selling out during the quarter.
  • Advisory Research sold 106,633 RE/MAX Holdings shares in Q1 2021, an estimated $3.87M.
  • Advisory Research first reported a position in RE/MAX Holdings in Q2 2020 and held it in 3 quarters.
  • Advisory Research's RE/MAX Holdings position peaked at $4.13M in Q3 2020.
  • 140 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q1 2021.

Based on Advisory Research's 13F filing for Q1 2021, filed 12 May 2021.