WP
RMAX

WealthPLAN Partners’s RE/MAX Holdings RMAX Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-104
Closed -$2K – 969
2023
Q2 		$2K Hold
104
– – ﹤0.01% 1077
2023
Q1 		$1.95K Buy
+104
New +$2.07K ﹤0.01% 1134

Other funds holding RMAX

MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RFM
RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's RMAX Position: Q3 2023 in Review

WealthPLAN Partners sold out of RE/MAX Holdings (RMAX) in Q3 2023, closing a stake of 104 shares — an estimated $2K sold.

WealthPLAN Partners first reported a position in RMAX in Q1 2023 and held it in 2 quarters. The position peaked at $2K in Q2 2023. 132 funds tracked by Wall St. Rank hold RMAX as of Q3 2023.

  • WealthPLAN Partners reported no remaining RE/MAX Holdings position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 104 RE/MAX Holdings shares in Q3 2023, an estimated $2K.
  • WealthPLAN Partners first reported a position in RE/MAX Holdings in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's RE/MAX Holdings position peaked at $2K in Q2 2023.
  • 132 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.