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Forza Wealth Management’s Real Brokerage REAX Stock Holding History

Forza Wealth Management’s Portfolio REAX Stock Details REAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,400
Closed -$18K – 183
2023
Q3 		$18K Hold
12,400
– – 0.01% 180
2023
Q2 		$23.7K Hold
12,400
– – 0.01% 183
2023
Q1 		$15K Hold
12,400
– – 0.01% 177
2022
Q4 		$13K Buy
+12,400
New +$16.8K 0.01% 142

Other funds holding REAX

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
MVPGP
Magma Venture Partners General Partner Tel Aviv, Israel $59.2M AUM 38.42% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Forza Wealth Management's REAX Position: Q4 2023 in Review

Forza Wealth Management sold out of Real Brokerage (REAX) in Q4 2023, closing a stake of 12,400 shares — an estimated $18K sold.

Forza Wealth Management first reported a position in REAX in Q4 2022 and held it in 4 quarters. The position peaked at $23.7K in Q2 2023. 35 funds tracked by Wall St. Rank hold REAX as of Q4 2023.

  • Forza Wealth Management reported no remaining Real Brokerage position as of Q4 2023 after selling out during the quarter.
  • Forza Wealth Management sold 12,400 Real Brokerage shares in Q4 2023, an estimated $18K.
  • Forza Wealth Management first reported a position in Real Brokerage in Q4 2022 and held it in 4 quarters.
  • Forza Wealth Management's Real Brokerage position peaked at $23.7K in Q2 2023.
  • 35 funds tracked by Wall St. Rank held Real Brokerage as of Q4 2023.

Based on Forza Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.