CSPIA
ALOY

Cary Street Partners Investment Advisory’s REalloys Inc ALOY Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio ALOY Stock Details ALOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4
Closed -$11 – 761
2023
Q3 		$11 Hold
4
– – ﹤0.01% 1863
2023
Q2 		$12 Hold
4
– – ﹤0.01% 1742
2023
Q1 		$11 Buy
+4
New +$11 ﹤0.01% 1669

Other funds holding ALOY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cary Street Partners Investment Advisory's ALOY Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of REalloys Inc (ALOY) in Q4 2023, closing a stake of 4 shares — an estimated $11 sold.

Cary Street Partners Investment Advisory first reported a position in ALOY in Q1 2023 and held it in 3 quarters. The position peaked at $12 in Q2 2023. 11 funds tracked by Wall St. Rank hold ALOY as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining REalloys Inc position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 4 REalloys Inc shares in Q4 2023, an estimated $11.
  • Cary Street Partners Investment Advisory first reported a position in REalloys Inc in Q1 2023 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's REalloys Inc position peaked at $12 in Q2 2023.
  • 11 funds tracked by Wall St. Rank held REalloys Inc as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.