CFS Investment Advisory Services’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
2022
Q4
Sell
-16,154
Closed -$1K 232
2022
Q3
$1K Buy
+16,154
New +$452K ﹤0.01% 209
2022
Q2
Sell
-40,850
Closed -$1K 463
2022
Q1
$1K Buy
+40,850
New +$1.18M ﹤0.01% 384

Other funds holding RLY

CFS Investment Advisory Services's RLY Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of State Street Multi-Asset Real Return ETF (RLY) in Q4 2022, closing a stake of 16,154 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in RLY in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 109 funds tracked by Wall St. Rank hold RLY as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining State Street Multi-Asset Real Return ETF position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 16,154 State Street Multi-Asset Real Return ETF shares in Q4 2022, an estimated $1K.
  • CFS Investment Advisory Services first reported a position in State Street Multi-Asset Real Return ETF in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's State Street Multi-Asset Real Return ETF position peaked at $1K in Q3 2022.
  • 109 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.