Sutton Wealth Advisors’s RE/MAX Holdings RMAX Stock Holding History

Sutton Wealth Advisors’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
2022 Q4	–	Sell	-414	Closed	-$7.83K	–	1703
2022 Q3	$7.83K	Sell	414 -5	-1%	-$119	﹤0.01%	966
2022 Q2	$10.3K	Hold	419	–	–	﹤0.01%	896
2022 Q1	$11.6K	Hold	419	–	–	﹤0.01%	893
2021 Q4	$12.8K	Buy	419 +5	+1%	+$153	﹤0.01%	852
2021 Q3	$12.9K	Hold	414	–	–	﹤0.01%	824
2021 Q2	$13.8K	Hold	414	–	–	0.01%	813
2021 Q1	$16.3K	Hold	414	–	–	0.01%	735
2020 Q4	$15K	Hold	414	–	–	0.01%	685
2020 Q3	$13.6K	Hold	414	–	–	0.01%	655
2020 Q2	$13K	Buy	+414	New	+$11K	0.01%	639
2020 Q1	–	Sell	-400	Closed	-$15.4K	–	1249
2019 Q4	$15.4K	Buy	+400	New	+$14.4K	0.01%	704
2019 Q3	–	Sell	-353	Closed	-$10.9K	–	1210
2019 Q2	$10.9K	Hold	353	–	–	0.01%	749
2019 Q1	$13.6K	Hold	353	–	–	0.01%	704
2018 Q4	$10.9K	Hold	353	–	–	0.01%	719
2018 Q3	$15.7K	Hold	353	–	–	0.01%	675
2018 Q2	$18.5K	Hold	353	–	–	0.01%	621
2018 Q1	$21.3K	Hold	353	–	–	0.02%	545
2017 Q4	$17.1K	Hold	353	–	–	0.01%	601
2017 Q3	$22.4K	Hold	353	–	–	0.02%	509
2017 Q2	$19.8K	Hold	353	–	–	0.02%	531
2017 Q1	$21K	Hold	353	–	–	0.02%	500
2016 Q4	$19.8K	Hold	353	–	–	0.02%	499
2016 Q3	$15.5K	Hold	353	–	–	0.01%	535
2016 Q2	$14.2K	Hold	353	–	–	0.01%	539
2016 Q1	$12.1K	Buy	+353	New	+$11.9K	0.01%	559

Other funds holding RMAX

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

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

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

RFM

RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sutton Wealth Advisors's RMAX Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of RE/MAX Holdings (RMAX) in Q4 2022, closing a stake of 414 shares — an estimated $7.83K sold.

Sutton Wealth Advisors first reported a position in RMAX in Q1 2016 and held it in 25 quarters. The position peaked at $22.4K in Q3 2017. 126 funds tracked by Wall St. Rank hold RMAX as of Q4 2022.

Sutton Wealth Advisors reported no remaining RE/MAX Holdings position as of Q4 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 414 RE/MAX Holdings shares in Q4 2022, an estimated $7.83K.
Sutton Wealth Advisors first reported a position in RE/MAX Holdings in Q1 2016 and held it in 25 quarters.
Sutton Wealth Advisors's RE/MAX Holdings position peaked at $22.4K in Q3 2017.
126 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.