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SYSTM Wealth Solutions’s MediaAlpha MAX Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-8,736
Closed -$178K – 838
2024
Q1 		$178K Buy
+8,736
New +$139K 0.02% 411

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BBCM
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DCM
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TCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

SYSTM Wealth Solutions's MAX Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of MediaAlpha (MAX) in Q2 2024, closing a stake of 8,736 shares — an estimated $178K sold.

SYSTM Wealth Solutions first reported a position in MAX in Q1 2024 and held it in 1 quarter. The position peaked at $178K in Q1 2024. 148 funds tracked by Wall St. Rank hold MAX as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining MediaAlpha position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 8,736 MediaAlpha shares in Q2 2024, an estimated $178K.
  • SYSTM Wealth Solutions first reported a position in MediaAlpha in Q1 2024 and held it in 1 quarter.
  • SYSTM Wealth Solutions's MediaAlpha position peaked at $178K in Q1 2024.
  • 148 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.