Spire Wealth Management’s MediaAlpha MAX Stock Holding History

Spire Wealth Management’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
2023 Q3	–	Sell	-1,644	Closed	-$16.9K	–	2425
2023 Q2	$16.9K	Hold	1,644	–	–	﹤0.01%	1647
2023 Q1	$24.6K	Hold	1,644	–	–	﹤0.01%	1537
2022 Q4	$16K	Sell	1,644 -130	-7%	-$1.43K	﹤0.01%	1459
2022 Q3	$16K	Buy	1,774 +390	+28%	+$3.8K	﹤0.01%	1412
2022 Q2	$14K	Hold	1,384	–	–	﹤0.01%	1800
2022 Q1	$23K	Hold	1,384	–	–	﹤0.01%	1755
2021 Q4	$21K	Hold	1,384	–	–	﹤0.01%	2100
2021 Q3	$26K	Hold	1,384	–	–	﹤0.01%	1742
2021 Q2	$58K	Hold	1,384	–	–	﹤0.01%	1419
2021 Q1	$49K	Buy	+1,384	New	+$68.6K	﹤0.01%	1732

Other funds holding MAX

WMIG

White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

Spire Wealth Management's MAX Position: Q3 2023 in Review

Spire Wealth Management sold out of MediaAlpha (MAX) in Q3 2023, closing a stake of 1,644 shares — an estimated $16.9K sold.

Spire Wealth Management first reported a position in MAX in Q1 2021 and held it in 10 quarters. The position peaked at $58K in Q2 2021. 89 funds tracked by Wall St. Rank hold MAX as of Q3 2023.

Spire Wealth Management reported no remaining MediaAlpha position as of Q3 2023 after selling out during the quarter.
Spire Wealth Management sold 1,644 MediaAlpha shares in Q3 2023, an estimated $16.9K.
Spire Wealth Management first reported a position in MediaAlpha in Q1 2021 and held it in 10 quarters.
Spire Wealth Management's MediaAlpha position peaked at $58K in Q2 2021.
89 funds tracked by Wall St. Rank held MediaAlpha as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.