Reilly Financial Advisors’s MediaAlpha MAX Stock Holding History

Reilly Financial Advisors’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
2021 Q4	$3K	Buy	+212	New	+$3.54K	﹤0.01%	937

Other funds holding MAX

WMIG

White Mountains Insurance Group Hanover, New Hampshire $394M AUM 22.47% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Ararat Capital Management Westport, Connecticut $213M AUM 42.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Reilly Financial Advisors's MAX Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in MediaAlpha (MAX) in Q4 2021: 212 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #937 among its holdings.

93 funds tracked by Wall St. Rank hold MAX as of Q4 2021.

Reilly Financial Advisors held 212 shares of MediaAlpha worth $3K as of Q4 2021.
MediaAlpha was a new Reilly Financial Advisors position in Q4 2021.
MediaAlpha made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #937 holding.
93 funds tracked by Wall St. Rank held MediaAlpha as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.