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Buckingham Strategic Wealth’s Remitly RELY Stock Holding History

Buckingham Strategic Wealth’s Portfolio RELY Stock Details RELY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$183K Sell
15,095
-8
-0.1% -$124 ﹤0.01% 716
2024
Q1 		$313K Buy
15,103
+1,039
+7% +$19.7K ﹤0.01% 579
2023
Q4 		$273K Hold
14,064
– – ﹤0.01% 595
2023
Q3 		$355K Hold
14,064
– – 0.01% 499
2023
Q2 		$265K Sell
14,064
-60
-0.4% -$1.09K ﹤0.01% 556
2023
Q1 		$162K Hold
14,124
– – ﹤0.01% 574
2022
Q4 		$162K Hold
14,124
– – ﹤0.01% 576
2022
Q3 		$157K Buy
+14,124
New +$147K ﹤0.01% 558

Other funds holding RELY

N
Naspers South Africa $84.4M AUM 76.38% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Buckingham Strategic Wealth's RELY Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Remitly (RELY) stake by 0.05% in Q2 2024, selling an estimated $124 and leaving 15,095 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Buckingham Strategic Wealth first reported a position in RELY in Q3 2022 and has held it in 8 quarters since. The position peaked at $355K in Q3 2023. 200 funds tracked by Wall St. Rank hold RELY as of Q2 2024.

  • Buckingham Strategic Wealth held 15,095 shares of Remitly worth $183K as of Q2 2024.
  • Buckingham Strategic Wealth sold 8 Remitly shares in Q2 2024, an estimated $124.
  • Remitly made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #716 holding.
  • Buckingham Strategic Wealth first reported a position in Remitly in Q3 2022 and has held it in 8 quarters since.
  • Buckingham Strategic Wealth's Remitly position peaked at $355K in Q3 2023.
  • 200 funds tracked by Wall St. Rank held Remitly as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.