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Gradient Investments’s MediaAlpha MAX Stock Holding History

Gradient Investments’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
Q1 		– Sell
-45
Closed -$502 – 1587
2023
Q4 		$502 Hold
45
– – ﹤0.01% 1593
2023
Q3 		$372 Buy
+45
New +$402 ﹤0.01% 1611

Other funds holding MAX

WMIG
White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gradient Investments's MAX Position: Q1 2024 in Review

Gradient Investments sold out of MediaAlpha (MAX) in Q1 2024, closing a stake of 45 shares — an estimated $502 sold.

Gradient Investments first reported a position in MAX in Q3 2023 and held it in 2 quarters. The position peaked at $502 in Q4 2023. 122 funds tracked by Wall St. Rank hold MAX as of Q1 2024.

  • Gradient Investments reported no remaining MediaAlpha position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 45 MediaAlpha shares in Q1 2024, an estimated $502.
  • Gradient Investments first reported a position in MediaAlpha in Q3 2023 and held it in 2 quarters.
  • Gradient Investments's MediaAlpha position peaked at $502 in Q4 2023.
  • 122 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.