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Bradley & Co Private Wealth Management’s RE/MAX Holdings RMAX Stock Holding History

Bradley & Co Private Wealth Management’s Portfolio RMAX Stock Details RMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-100
Closed -$1.93K – 185
2023
Q2 		$1.93K Hold
100
– – ﹤0.01% 158
2023
Q1 		$1.88K Buy
+100
New +$1.99K ﹤0.01% 157

Other funds holding RMAX

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bradley & Co Private Wealth Management's RMAX Position: Q3 2023 in Review

Bradley & Co Private Wealth Management sold out of RE/MAX Holdings (RMAX) in Q3 2023, closing a stake of 100 shares — an estimated $1.93K sold.

Bradley & Co Private Wealth Management first reported a position in RMAX in Q1 2023 and held it in 2 quarters. The position peaked at $1.93K in Q2 2023. 132 funds tracked by Wall St. Rank hold RMAX as of Q3 2023.

  • Bradley & Co Private Wealth Management reported no remaining RE/MAX Holdings position as of Q3 2023 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 100 RE/MAX Holdings shares in Q3 2023, an estimated $1.93K.
  • Bradley & Co Private Wealth Management first reported a position in RE/MAX Holdings in Q1 2023 and held it in 2 quarters.
  • Bradley & Co Private Wealth Management's RE/MAX Holdings position peaked at $1.93K in Q2 2023.
  • 132 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q3 2023.

Based on Bradley & Co Private Wealth Management's 13F filing for Q3 2023, filed 27 Oct 2023.