Advisory Services Network’s MediaAlpha MAX Stock Holding History

Advisory Services Network’s Portfolio MAX Stock Details MAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,445	Closed	-$38.4K	–	2746
2023 Q4	$38.4K	Buy	+3,445	New	+$34.1K	﹤0.01%	2155
2023 Q2	–	Sell	-4,823	Closed	-$72.2K	–	2722
2023 Q1	$72.2K	Hold	4,823	–	–	﹤0.01%	1826
2022 Q4	$48K	Buy	+4,823	New	+$53.2K	﹤0.01%	1994

Other funds holding MAX

WMIG

White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Services Network's MAX Position: Q1 2024 in Review

Advisory Services Network sold out of MediaAlpha (MAX) in Q1 2024, closing a stake of 3,445 shares — an estimated $38.4K sold.

Advisory Services Network first reported a position in MAX in Q4 2022 and held it in 3 quarters. The position peaked at $72.2K in Q1 2023. 122 funds tracked by Wall St. Rank hold MAX as of Q1 2024.

Advisory Services Network reported no remaining MediaAlpha position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 3,445 MediaAlpha shares in Q1 2024, an estimated $38.4K.
Advisory Services Network first reported a position in MediaAlpha in Q4 2022 and held it in 3 quarters.
Advisory Services Network's MediaAlpha position peaked at $72.2K in Q1 2023.
122 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.