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Valeo Financial Advisors’s RE/MAX Holdings RMAX Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-459
Closed -$18K – 1534
2021
Q1 		$18K Buy
459
+427
+1,334% +$16.7K ﹤0.01% 1209
2020
Q4 		$1K Hold
32
– – ﹤0.01% 1604
2020
Q3 		$1K Buy
+32
New +$1.07K ﹤0.01% 1513

Other funds holding RMAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Aureus Asset Management Boston, Massachusetts $1.5B AUM 20.3% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valeo Financial Advisors's RMAX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of RE/MAX Holdings (RMAX) in Q2 2021, closing a stake of 459 shares — an estimated $18K sold.

Valeo Financial Advisors first reported a position in RMAX in Q3 2020 and held it in 3 quarters. The position peaked at $18K in Q1 2021. 141 funds tracked by Wall St. Rank hold RMAX as of Q2 2021.

  • Valeo Financial Advisors reported no remaining RE/MAX Holdings position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 459 RE/MAX Holdings shares in Q2 2021, an estimated $18K.
  • Valeo Financial Advisors first reported a position in RE/MAX Holdings in Q3 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's RE/MAX Holdings position peaked at $18K in Q1 2021.
  • 141 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.