Alliance Wealth Advisors (Utah)’s MediaAlpha MAX Stock Holding History

Alliance Wealth Advisors (Utah)’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 Q2	–	Sell	-10,103	Closed	-$206K	–	238
2024 Q1	$206K	Sell	10,103 -224	-2%	-$3.58K	0.06%	225
2023 Q4	$115K	Buy	10,327 +129	+1%	+$1.28K	0.04%	229
2023 Q3	$84.2K	Buy	+10,198	New	+$91.1K	0.03%	217
2023 Q2	–	Sell	-10,094	Closed	-$151K	–	233
2023 Q1	$151K	Buy	+10,094	New	+$137K	0.06%	219

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

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

BBCM

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

DCM

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

TCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s MAX Position: Q2 2024 in Review

Alliance Wealth Advisors (Utah) sold out of MediaAlpha (MAX) in Q2 2024, closing a stake of 10,103 shares — an estimated $206K sold.

Alliance Wealth Advisors (Utah) first reported a position in MAX in Q1 2023 and held it in 4 quarters. The position peaked at $206K in Q1 2024. 148 funds tracked by Wall St. Rank hold MAX as of Q2 2024.

Alliance Wealth Advisors (Utah) reported no remaining MediaAlpha position as of Q2 2024 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 10,103 MediaAlpha shares in Q2 2024, an estimated $206K.
Alliance Wealth Advisors (Utah) first reported a position in MediaAlpha in Q1 2023 and held it in 4 quarters.
Alliance Wealth Advisors (Utah)'s MediaAlpha position peaked at $206K in Q1 2024.
148 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2024.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2024, filed 2 Aug 2024.