BFEC
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Benjamin F. Edwards & Company’s MediaAlpha MAX Stock Holding History

Benjamin F. Edwards & Company’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
2023
Q3 		– Sell
-46
Closed – – 1790
2023
Q2 		$0 Hold
46
– – ﹤0.01% 1811
2023
Q1 		$1K Hold
46
– – ﹤0.01% 1730
2022
Q4 		$0 Sell
46
-64
-58% -$705 ﹤0.01% 1880
2022
Q3 		$1K Hold
110
– – ﹤0.01% 1767
2022
Q2 		$1K Hold
110
– – ﹤0.01% 1757
2022
Q1 		$2K Buy
110
+46
+72% +$644 ﹤0.01% 1664
2021
Q4 		$1K Sell
64
-487
-88% -$8.12K ﹤0.01% 1669
2021
Q3 		$10K Hold
551
– – ﹤0.01% 1378
2021
Q2 		$23K Buy
+551
New +$22K ﹤0.01% 1196

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
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 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
ACM
Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

Benjamin F. Edwards & Company's MAX Position: Q3 2023 in Review

Benjamin F. Edwards & Company sold out of MediaAlpha (MAX) in Q3 2023, closing a stake of 46 shares.

Benjamin F. Edwards & Company first reported a position in MAX in Q2 2021 and held it in 9 quarters. The position peaked at $23K in Q2 2021. 89 funds tracked by Wall St. Rank hold MAX as of Q3 2023.

  • Benjamin F. Edwards & Company reported no remaining MediaAlpha position as of Q3 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 46 MediaAlpha shares in Q3 2023.
  • Benjamin F. Edwards & Company first reported a position in MediaAlpha in Q2 2021 and held it in 9 quarters.
  • Benjamin F. Edwards & Company's MediaAlpha position peaked at $23K in Q2 2021.
  • 89 funds tracked by Wall St. Rank held MediaAlpha as of Q3 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2023, filed 13 Nov 2023.