LPL Financial
RMAX icon

LPL Financial’s RE/MAX Holdings RMAX Stock Holding History

LPL Financial’s Portfolio RMAX Stock Details RMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10,822
Closed -$337K – 4443
2021
Q3 		$337K Buy
10,822
+377
+4% +$12.5K ﹤0.01% 3561
2021
Q2 		$348K Buy
+10,445
New +$375K ﹤0.01% 3471

Other funds holding RMAX

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAM
Aureus Asset Management Boston, Massachusetts $1.5B AUM 20.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's RMAX Position: Q4 2021 in Review

LPL Financial sold out of RE/MAX Holdings (RMAX) in Q4 2021, closing a stake of 10,822 shares — an estimated $337K sold.

LPL Financial first reported a position in RMAX in Q2 2021 and held it in 2 quarters. The position peaked at $348K in Q2 2021. 146 funds tracked by Wall St. Rank hold RMAX as of Q4 2021.

  • LPL Financial reported no remaining RE/MAX Holdings position as of Q4 2021 after selling out during the quarter.
  • LPL Financial sold 10,822 RE/MAX Holdings shares in Q4 2021, an estimated $337K.
  • LPL Financial first reported a position in RE/MAX Holdings in Q2 2021 and held it in 2 quarters.
  • LPL Financial's RE/MAX Holdings position peaked at $348K in Q2 2021.
  • 146 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q4 2021.

Based on LPL Financial's 13F filing for Q4 2021, filed 14 Feb 2022.