Cerity Partners’s RE/MAX Holdings RMAX Stock Holding History

Cerity Partners’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 Q2	–	Sell	-277	Closed	-$414K	–	1899
2023 Q1	$414K	Buy	+277	New	+$5.51K	﹤0.01%	1389

Other funds holding RMAX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Cerity Partners's RMAX Position: Q2 2023 in Review

Cerity Partners sold out of RE/MAX Holdings (RMAX) in Q2 2023, closing a stake of 277 shares — an estimated $414K sold.

Cerity Partners first reported a position in RMAX in Q1 2023 and held it in 1 quarter. The position peaked at $414K in Q1 2023. 115 funds tracked by Wall St. Rank hold RMAX as of Q2 2023.

Cerity Partners reported no remaining RE/MAX Holdings position as of Q2 2023 after selling out during the quarter.
Cerity Partners sold 277 RE/MAX Holdings shares in Q2 2023, an estimated $414K.
Cerity Partners first reported a position in RE/MAX Holdings in Q1 2023 and held it in 1 quarter.
Cerity Partners's RE/MAX Holdings position peaked at $414K in Q1 2023.
115 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.