Wealth Alliance’s Real Brokerage REAX Stock Holding History

Wealth Alliance’s Portfolio REAX Stock Details REAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-53,316	Closed	-$77K	–	505
2022 Q3	$77K	Hold	53,316	–	–	0.02%	441
2022 Q2	$81K	Hold	53,316	–	–	0.02%	431
2022 Q1	$121K	Hold	53,316	–	–	0.02%	435
2021 Q4	$197K	Hold	53,316	–	–	0.04%	430
2021 Q3	$99K	Hold	53,316	–	–	0.02%	419
2021 Q2	$120K	Buy	+53,316	New	+$125K	0.03%	416

Other funds holding REAX

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

MVPGP

Magma Venture Partners General Partner Tel Aviv, Israel $59.2M AUM 38.42% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Alliance's REAX Position: Q4 2022 in Review

Wealth Alliance sold out of Real Brokerage (REAX) in Q4 2022, closing a stake of 53,316 shares — an estimated $77K sold.

Wealth Alliance first reported a position in REAX in Q2 2021 and held it in 6 quarters. The position peaked at $197K in Q4 2021. 35 funds tracked by Wall St. Rank hold REAX as of Q4 2022.

Wealth Alliance reported no remaining Real Brokerage position as of Q4 2022 after selling out during the quarter.
Wealth Alliance sold 53,316 Real Brokerage shares in Q4 2022, an estimated $77K.
Wealth Alliance first reported a position in Real Brokerage in Q2 2021 and held it in 6 quarters.
Wealth Alliance's Real Brokerage position peaked at $197K in Q4 2021.
35 funds tracked by Wall St. Rank held Real Brokerage as of Q4 2022.

Based on Wealth Alliance's 13F filing for Q4 2022, filed 13 Feb 2023.