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Atria Investments’s MediaAlpha MAX Stock Holding History

Atria Investments’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
Q3 		– Sell
-19,203
Closed -$253K – 1991
2024
Q2 		$253K Buy
+19,203
New +$353K ﹤0.01% 1687
2022
Q2 		– Sell
-68,628
Closed -$1.14M – 827
2022
Q1 		$1.14M Buy
+68,628
New +$960K 0.02% 798
2021
Q4 		– Sell
-55,102
Closed -$1.03M – 871
2021
Q3 		$1.03M Sell
55,102
-6,943
-11% -$188K 0.02% 776
2021
Q2 		$2.61M Buy
62,045
+10,470
+20% +$419K 0.05% 408
2021
Q1 		$1.83M Buy
+51,575
New +$2.56M 0.04% 481

Other funds holding MAX

WMIG
White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return
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
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
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Atria Investments's MAX Position: Q3 2024 in Review

Atria Investments sold out of MediaAlpha (MAX) in Q3 2024, closing a stake of 19,203 shares — an estimated $253K sold.

Atria Investments first reported a position in MAX in Q1 2021 and held it in 5 quarters. The position peaked at $2.61M in Q2 2021. 151 funds tracked by Wall St. Rank hold MAX as of Q3 2024.

  • Atria Investments reported no remaining MediaAlpha position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 19,203 MediaAlpha shares in Q3 2024, an estimated $253K.
  • Atria Investments first reported a position in MediaAlpha in Q1 2021 and held it in 5 quarters.
  • Atria Investments's MediaAlpha position peaked at $2.61M in Q2 2021.
  • 151 funds tracked by Wall St. Rank held MediaAlpha as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.