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Steward Partners Investment Advisory’s MediaAlpha MAX Stock Holding History

Steward Partners Investment Advisory’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
2022
Q2 		– Sell
-282
Closed -$5K – 3317
2022
Q1 		$5K Buy
+282
New +$3.94K ﹤0.01% 2889

Other funds holding MAX

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BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
ACM
Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Steward Partners Investment Advisory's MAX Position: Q2 2022 in Review

Steward Partners Investment Advisory sold out of MediaAlpha (MAX) in Q2 2022, closing a stake of 282 shares — an estimated $5K sold.

Steward Partners Investment Advisory first reported a position in MAX in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 89 funds tracked by Wall St. Rank hold MAX as of Q2 2022.

  • Steward Partners Investment Advisory reported no remaining MediaAlpha position as of Q2 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 282 MediaAlpha shares in Q2 2022, an estimated $5K.
  • Steward Partners Investment Advisory first reported a position in MediaAlpha in Q1 2022 and held it in 1 quarter.
  • Steward Partners Investment Advisory's MediaAlpha position peaked at $5K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.