Allworth Financial’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Allworth Financial’s Portfolio RLY Stock Details RLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-182	Closed	-$4K	–	1428
2020 Q3	$4K	Hold	182	–	–	﹤0.01%	888
2020 Q2	$4K	Hold	182	–	–	﹤0.01%	911
2020 Q1	$3K	Hold	182	–	–	﹤0.01%	1002
2019 Q4	$5K	Hold	182	–	–	﹤0.01%	770
2019 Q3	$5K	Hold	182	–	–	﹤0.01%	685
2019 Q2	$5K	Buy	+182	New	+$4.55K	﹤0.01%	683
2019 Q1	–	Sell	-57	Closed	-$1K	–	1021
2018 Q4	$1K	Buy	+57	New	+$1.41K	﹤0.01%	823

Other funds holding RLY

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Allworth Financial's RLY Position: Q4 2020 in Review

Allworth Financial sold out of State Street Multi-Asset Real Return ETF (RLY) in Q4 2020, closing a stake of 182 shares — an estimated $4K sold.

Allworth Financial first reported a position in RLY in Q4 2018 and held it in 7 quarters. The position peaked at $5K in Q4 2019. 28 funds tracked by Wall St. Rank hold RLY as of Q4 2020.

Allworth Financial reported no remaining State Street Multi-Asset Real Return ETF position as of Q4 2020 after selling out during the quarter.
Allworth Financial sold 182 State Street Multi-Asset Real Return ETF shares in Q4 2020, an estimated $4K.
Allworth Financial first reported a position in State Street Multi-Asset Real Return ETF in Q4 2018 and held it in 7 quarters.
Allworth Financial's State Street Multi-Asset Real Return ETF position peaked at $5K in Q4 2019.
28 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q4 2020.

Based on Allworth Financial's 13F filing for Q4 2020, filed 26 Jan 2021.