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Baker Tilly Wealth Management’s MediaAlpha MAX Stock Holding History

Baker Tilly Wealth Management’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
-13,354
Closed -$272K – 358
2024
Q1 		$272K Sell
13,354
-421
-3% -$6.72K 0.05% 364
2023
Q4 		$154K Buy
13,775
+1,660
+14% +$16.4K 0.03% 457
2023
Q3 		$100K Sell
12,115
-2,864
-19% -$25.6K 0.02% 449
2023
Q2 		$154K Sell
14,979
-1,191
-7% -$10.8K 0.02% 528
2023
Q1 		$242K Sell
16,170
-1,446
-8% -$19.6K 0.03% 487
2022
Q4 		$175K Sell
17,616
-2,159
-11% -$23.8K 0.02% 513
2022
Q3 		$173K Buy
19,775
+3,213
+19% +$31.3K 0.02% 486
2022
Q2 		$163K Sell
16,562
-822
-5% -$10K 0.02% 475
2022
Q1 		$288K Buy
17,384
+4,261
+32% +$59.6K 0.03% 435
2021
Q4 		$203K Sell
13,123
-4,390
-25% -$73.2K 0.02% 506
2021
Q3 		$327K Buy
17,513
+1,882
+12% +$51K 0.04% 405
2021
Q2 		$658K Buy
15,631
+1,323
+9% +$52.9K 0.11% 214
2021
Q1 		$507K Buy
+14,308
New +$709K 0.1% 238

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
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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

Baker Tilly Wealth Management's MAX Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of MediaAlpha (MAX) in Q2 2024, closing a stake of 13,354 shares — an estimated $272K sold.

Baker Tilly Wealth Management first reported a position in MAX in Q1 2021 and held it in 13 quarters. The position peaked at $658K in Q2 2021. 148 funds tracked by Wall St. Rank hold MAX as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining MediaAlpha position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 13,354 MediaAlpha shares in Q2 2024, an estimated $272K.
  • Baker Tilly Wealth Management first reported a position in MediaAlpha in Q1 2021 and held it in 13 quarters.
  • Baker Tilly Wealth Management's MediaAlpha position peaked at $658K in Q2 2021.
  • 148 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.