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Robertson Stephens Wealth Management’s RE/MAX Holdings RMAX Stock Holding History

Robertson Stephens Wealth Management’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
2024
Q2 		– Sell
-17,969
Closed -$158K – 526
2024
Q1 		$158K Buy
17,969
+7,575
+73% +$73K 0.01% 485
2023
Q4 		$139K Buy
+10,394
New +$114K 0.01% 437

Other funds holding RMAX

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Robertson Stephens Wealth Management's RMAX Position: Q2 2024 in Review

Robertson Stephens Wealth Management sold out of RE/MAX Holdings (RMAX) in Q2 2024, closing a stake of 17,969 shares — an estimated $158K sold.

Robertson Stephens Wealth Management first reported a position in RMAX in Q4 2023 and held it in 2 quarters. The position peaked at $158K in Q1 2024. 114 funds tracked by Wall St. Rank hold RMAX as of Q2 2024.

  • Robertson Stephens Wealth Management reported no remaining RE/MAX Holdings position as of Q2 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 17,969 RE/MAX Holdings shares in Q2 2024, an estimated $158K.
  • Robertson Stephens Wealth Management first reported a position in RE/MAX Holdings in Q4 2023 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's RE/MAX Holdings position peaked at $158K in Q1 2024.
  • 114 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q2 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.