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Bartlett & Co Wealth Management’s The RealReal REAL Stock Holding History

Bartlett & Co Wealth Management’s Portfolio REAL Stock Details REAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-16
Closed -$316 – 1045
2021
Q2 		$316 Hold
16
– – ﹤0.01% 1050
2021
Q1 		$362 Hold
16
– – ﹤0.01% 1077
2020
Q4 		$313 Buy
+16
New +$247 ﹤0.01% 1182

Other funds holding REAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
IVM
InterWest Venture Management San Francisco, California $20.6M AUM 48.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bartlett & Co Wealth Management's REAL Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of The RealReal (REAL) in Q3 2021, closing a stake of 16 shares — an estimated $316 sold.

Bartlett & Co Wealth Management first reported a position in REAL in Q4 2020 and held it in 3 quarters. The position peaked at $362 in Q1 2021. 170 funds tracked by Wall St. Rank hold REAL as of Q3 2021.

  • Bartlett & Co Wealth Management reported no remaining The RealReal position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 16 The RealReal shares in Q3 2021, an estimated $316.
  • Bartlett & Co Wealth Management first reported a position in The RealReal in Q4 2020 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's The RealReal position peaked at $362 in Q1 2021.
  • 170 funds tracked by Wall St. Rank held The RealReal as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.