Atlas Wealth’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,224
Closed -$282K 238
2023
Q1
$282K Sell
10,224
-13,260
-56% -$369K 0.06% 150
2022
Q4
$647K Buy
+23,484
New +$657K 0.17% 72

Other funds holding RLY

Atlas Wealth's RLY Position: Q2 2023 in Review

Atlas Wealth sold out of State Street Multi-Asset Real Return ETF (RLY) in Q2 2023, closing a stake of 10,224 shares — an estimated $282K sold.

Atlas Wealth first reported a position in RLY in Q4 2022 and held it in 2 quarters. The position peaked at $647K in Q4 2022. 99 funds tracked by Wall St. Rank hold RLY as of Q2 2023.

  • Atlas Wealth reported no remaining State Street Multi-Asset Real Return ETF position as of Q2 2023 after selling out during the quarter.
  • Atlas Wealth sold 10,224 State Street Multi-Asset Real Return ETF shares in Q2 2023, an estimated $282K.
  • Atlas Wealth first reported a position in State Street Multi-Asset Real Return ETF in Q4 2022 and held it in 2 quarters.
  • Atlas Wealth's State Street Multi-Asset Real Return ETF position peaked at $647K in Q4 2022.
  • 99 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2023.

Based on Atlas Wealth's 13F filing for Q2 2023, filed 8 Aug 2023.