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TCI Wealth Advisors’s MediaAlpha MAX Stock Holding History

TCI Wealth Advisors’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
Q3 		– Sell
-326
Closed -$3K – 2458
2022
Q2 		$3K Buy
+326
New +$3.98K ﹤0.01% 1832
2021
Q3 		– Sell
-45
Closed -$2K – 2494
2021
Q2 		$2K Buy
+45
New +$1.8K ﹤0.01% 2043

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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
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

TCI Wealth Advisors's MAX Position: Q3 2022 in Review

TCI Wealth Advisors sold out of MediaAlpha (MAX) in Q3 2022, closing a stake of 326 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in MAX in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 88 funds tracked by Wall St. Rank hold MAX as of Q3 2022.

  • TCI Wealth Advisors reported no remaining MediaAlpha position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 326 MediaAlpha shares in Q3 2022, an estimated $3K.
  • TCI Wealth Advisors first reported a position in MediaAlpha in Q2 2021 and held it in 2 quarters.
  • TCI Wealth Advisors's MediaAlpha position peaked at $3K in Q2 2022.
  • 88 funds tracked by Wall St. Rank held MediaAlpha as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.