Baldrige Asset Management’s Real Brokerage REAX Stock Holding History

Baldrige Asset Management’s Portfolio REAX Stock Details REAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$0	Hold	1	–	–	﹤0.01%	453
2022 Q4	$0	Hold	1	–	–	﹤0.01%	326
2022 Q3	$0	Sell	1 -268	-100%	-$449	﹤0.01%	310
2022 Q2	$0	Hold	269	–	–	﹤0.01%	326
2022 Q1	$1K	Hold	269	–	–	﹤0.01%	310
2021 Q4	$1K	Buy	+269	New	+$768	﹤0.01%	324

Other funds holding REAX

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

MVPGP

Magma Venture Partners General Partner Tel Aviv, Israel $59.2M AUM 38.42% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Baldrige Asset Management's REAX Position: Q1 2023 in Review

Baldrige Asset Management held its Real Brokerage (REAX) position steady in Q1 2023 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Baldrige Asset Management first reported a position in REAX in Q4 2021 and has held it in 6 quarters since. The position peaked at $1K in Q1 2022. 36 funds tracked by Wall St. Rank hold REAX as of Q1 2023.

Baldrige Asset Management held 1 share of Real Brokerage worth $0 as of Q1 2023.
Baldrige Asset Management left its Real Brokerage share count unchanged in Q1 2023.
Real Brokerage made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #453 holding.
Baldrige Asset Management first reported a position in Real Brokerage in Q4 2021 and has held it in 6 quarters since.
Baldrige Asset Management's Real Brokerage position peaked at $1K in Q1 2022.
36 funds tracked by Wall St. Rank held Real Brokerage as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.