Envestnet Asset Management
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Envestnet Asset Management’s MediaAlpha MAX Stock Holding History

Envestnet Asset Management’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
-138,872
Closed -$1.83M – 4275
2024
Q2 		$1.83M Sell
138,872
-3,329
-2% -$61.2K ﹤0.01% 2654
2024
Q1 		$2.9M Buy
+142,201
New +$2.27M ﹤0.01% 2346
2022
Q4 		– Sell
-203,499
Closed -$1.78M – 4010
2022
Q3 		$1.78M Buy
+203,499
New +$1.98M ﹤0.01% 2151
2022
Q2 		– Sell
-14,670
Closed -$243K – 4004
2022
Q1 		$243K Buy
+14,670
New +$205K ﹤0.01% 3566
2021
Q3 		– Sell
-6,395
Closed -$269K – 3722
2021
Q2 		$269K Buy
+6,395
New +$256K ﹤0.01% 3349

Other funds holding MAX

WMIG
White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
N
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
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

Envestnet Asset Management's MAX Position: Q3 2024 in Review

Envestnet Asset Management sold out of MediaAlpha (MAX) in Q3 2024, closing a stake of 138,872 shares — an estimated $1.83M sold.

Envestnet Asset Management first reported a position in MAX in Q2 2021 and held it in 5 quarters. The position peaked at $2.9M in Q1 2024. 151 funds tracked by Wall St. Rank hold MAX as of Q3 2024.

  • Envestnet Asset Management reported no remaining MediaAlpha position as of Q3 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 138,872 MediaAlpha shares in Q3 2024, an estimated $1.83M.
  • Envestnet Asset Management first reported a position in MediaAlpha in Q2 2021 and held it in 5 quarters.
  • Envestnet Asset Management's MediaAlpha position peaked at $2.9M in Q1 2024.
  • 151 funds tracked by Wall St. Rank held MediaAlpha as of Q3 2024.

Based on Envestnet Asset Management's 13F filing for Q3 2024, filed 7 Nov 2024.