Valmark Advisers’s International Money Express IMXI Stock Holding History

Valmark Advisers’s Portfolio IMXI Stock Details IMXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-21,033	Closed	-$516K	–	477
2023 Q2	$516K	Buy	21,033 +2,426	+13%	+$59.6K	0.01%	331
2023 Q1	$480K	Buy	+18,607	New	+$451K	0.01%	327

Other funds holding IMXI

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valmark Advisers's IMXI Position: Q3 2023 in Review

Valmark Advisers sold out of International Money Express (IMXI) in Q3 2023, closing a stake of 21,033 shares — an estimated $516K sold.

Valmark Advisers first reported a position in IMXI in Q1 2023 and held it in 2 quarters. The position peaked at $516K in Q2 2023. 165 funds tracked by Wall St. Rank hold IMXI as of Q3 2023.

Valmark Advisers reported no remaining International Money Express position as of Q3 2023 after selling out during the quarter.
Valmark Advisers sold 21,033 International Money Express shares in Q3 2023, an estimated $516K.
Valmark Advisers first reported a position in International Money Express in Q1 2023 and held it in 2 quarters.
Valmark Advisers's International Money Express position peaked at $516K in Q2 2023.
165 funds tracked by Wall St. Rank held International Money Express as of Q3 2023.

Based on Valmark Advisers's 13F filing for Q3 2023, filed 8 Nov 2023.