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Intergy Private Wealth’s Real Brokerage REAX Stock Holding History

Intergy Private Wealth’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
2022
Q4 		– Sell
-37,212
Closed -$54K – 68
2022
Q3 		$54K Hold
37,212
– – 0.04% 62
2022
Q2 		$57K Hold
37,212
– – 0.05% 61
2022
Q1 		$84K Buy
+37,212
New +$95.7K 0.06% 49

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
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Intergy Private Wealth's REAX Position: Q4 2022 in Review

Intergy Private Wealth sold out of Real Brokerage (REAX) in Q4 2022, closing a stake of 37,212 shares — an estimated $54K sold.

Intergy Private Wealth first reported a position in REAX in Q1 2022 and held it in 3 quarters. The position peaked at $84K in Q1 2022. 35 funds tracked by Wall St. Rank hold REAX as of Q4 2022.

  • Intergy Private Wealth reported no remaining Real Brokerage position as of Q4 2022 after selling out during the quarter.
  • Intergy Private Wealth sold 37,212 Real Brokerage shares in Q4 2022, an estimated $54K.
  • Intergy Private Wealth first reported a position in Real Brokerage in Q1 2022 and held it in 3 quarters.
  • Intergy Private Wealth's Real Brokerage position peaked at $84K in Q1 2022.
  • 35 funds tracked by Wall St. Rank held Real Brokerage as of Q4 2022.

Based on Intergy Private Wealth's 13F filing for Q4 2022, filed 19 Jan 2023.