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Capital Performance Advisors’s MediaAlpha MAX Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-6
Closed -$109 – 1619
2024
Q3 		$109 Buy
+6
New +$96 ﹤0.01% 2682

Other funds holding MAX

WMIG
White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital Performance Advisors's MAX Position: Q4 2024 in Review

Capital Performance Advisors sold out of MediaAlpha (MAX) in Q4 2024, closing a stake of 6 shares — an estimated $109 sold.

Capital Performance Advisors first reported a position in MAX in Q3 2024 and held it in 1 quarter. The position peaked at $109 in Q3 2024. 162 funds tracked by Wall St. Rank hold MAX as of Q4 2024.

  • Capital Performance Advisors reported no remaining MediaAlpha position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 6 MediaAlpha shares in Q4 2024, an estimated $109.
  • Capital Performance Advisors first reported a position in MediaAlpha in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's MediaAlpha position peaked at $109 in Q3 2024.
  • 162 funds tracked by Wall St. Rank held MediaAlpha as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.