Crewe Advisors’s MediaAlpha MAX Stock Holding History

Crewe 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 Q3	–	Sell	-479	Closed	-$6.31K	–	880
2024 Q2	$6.31K	Buy	+479	New	+$8.81K	﹤0.01%	757

Other funds holding MAX

WMIG

White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return

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

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

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Crewe Advisors's MAX Position: Q3 2024 in Review

Crewe Advisors sold out of MediaAlpha (MAX) in Q3 2024, closing a stake of 479 shares — an estimated $6.31K sold.

Crewe Advisors first reported a position in MAX in Q2 2024 and held it in 1 quarter. The position peaked at $6.31K in Q2 2024. 151 funds tracked by Wall St. Rank hold MAX as of Q3 2024.

Crewe Advisors reported no remaining MediaAlpha position as of Q3 2024 after selling out during the quarter.
Crewe Advisors sold 479 MediaAlpha shares in Q3 2024, an estimated $6.31K.
Crewe Advisors first reported a position in MediaAlpha in Q2 2024 and held it in 1 quarter.
Crewe Advisors's MediaAlpha position peaked at $6.31K in Q2 2024.
151 funds tracked by Wall St. Rank held MediaAlpha as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.