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Wealthspire Advisors (Maryland)’s RE/MAX Holdings RMAX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-113
Closed -$4K – 1673
2019
Q1 		$4K Buy
113
+13
+13% +$498 ﹤0.01% 1922
2018
Q4 		$3K Sell
100
-23
-19% -$804 ﹤0.01% 1974
2018
Q3 		$5K Buy
123
+21
+21% +$1.04K ﹤0.01% 1824
2018
Q2 		$5K Hold
102
– – ﹤0.01% 1814
2018
Q1 		$6K Buy
102
+7
+7% +$367 ﹤0.01% 1756
2017
Q4 		$5K Buy
95
+30
+46% +$1.71K ﹤0.01% 1846
2017
Q3 		$4K Buy
65
+8
+14% +$479 ﹤0.01% 1863
2017
Q2 		$3K Hold
57
– – ﹤0.01% 1909
2017
Q1 		$3K Hold
57
– – ﹤0.01% 1633
2016
Q4 		$3K Hold
57
– – ﹤0.01% 1486
2016
Q3 		$2K Hold
57
– – ﹤0.01% 1565
2016
Q2 		$2K Hold
57
– – ﹤0.01% 1530
2016
Q1 		$2K Buy
+57
New +$1.92K ﹤0.01% 1548

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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RMAX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of RE/MAX Holdings (RMAX) in Q2 2019, closing a stake of 113 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in RMAX in Q1 2016 and held it in 13 quarters. The position peaked at $6K in Q1 2018. 155 funds tracked by Wall St. Rank hold RMAX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining RE/MAX Holdings position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 113 RE/MAX Holdings shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in RE/MAX Holdings in Q1 2016 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s RE/MAX Holdings position peaked at $6K in Q1 2018.
  • 155 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.