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Realta Investment Advisors’s Marchex MCHX Stock Holding History

Realta Investment Advisors’s Portfolio MCHX Stock Details MCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-451
Closed -$1K – 1639
2019
Q3 		$1K Hold
451
– – ﹤0.01% 1557
2019
Q2 		$2K Buy
+451
New +$2.16K ﹤0.01% 1567

Other funds holding MCHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Realta Investment Advisors's MCHX Position: Q4 2019 in Review

Realta Investment Advisors sold out of Marchex (MCHX) in Q4 2019, closing a stake of 451 shares — an estimated $1K sold.

Realta Investment Advisors first reported a position in MCHX in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 97 funds tracked by Wall St. Rank hold MCHX as of Q4 2019.

  • Realta Investment Advisors reported no remaining Marchex position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 451 Marchex shares in Q4 2019, an estimated $1K.
  • Realta Investment Advisors first reported a position in Marchex in Q2 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Marchex position peaked at $2K in Q2 2019.
  • 97 funds tracked by Wall St. Rank held Marchex as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.