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Northwest & Ethical Investments’s MediaAlpha MAX Stock Holding History

Northwest & Ethical 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
Q2 		– Sell
-7
Closed -$142 – 510
2024
Q1 		$142 Buy
+7
New +$112 ﹤0.01% 484

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Vanguard Group
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BlackRock
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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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Northwest & Ethical Investments's MAX Position: Q2 2024 in Review

Northwest & Ethical Investments sold out of MediaAlpha (MAX) in Q2 2024, closing a stake of 7 shares — an estimated $142 sold.

Northwest & Ethical Investments first reported a position in MAX in Q1 2024 and held it in 1 quarter. The position peaked at $142 in Q1 2024. 148 funds tracked by Wall St. Rank hold MAX as of Q2 2024.

  • Northwest & Ethical Investments reported no remaining MediaAlpha position as of Q2 2024 after selling out during the quarter.
  • Northwest & Ethical Investments sold 7 MediaAlpha shares in Q2 2024, an estimated $142.
  • Northwest & Ethical Investments first reported a position in MediaAlpha in Q1 2024 and held it in 1 quarter.
  • Northwest & Ethical Investments's MediaAlpha position peaked at $142 in Q1 2024.
  • 148 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2024.

Based on Northwest & Ethical Investments's 13F filing for Q2 2024, filed 14 Aug 2024.