CSIA
REE

Charles Schwab Investment Advisory’s REE Automotive REE Stock Holding History

Charles Schwab Investment Advisory’s Portfolio REE Stock Details REE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,675
Closed -$7.37K – 119
2023
Q3 		$7.37K Hold
1,675
– – ﹤0.01% 103
2023
Q2 		$19.1K Hold
1,675
– – ﹤0.01% 113
2023
Q1 		$16.4K Hold
1,675
– – ﹤0.01% 109
2022
Q4 		$19.5K Hold
1,675
– – ﹤0.01% 107
2022
Q3 		$34K Hold
1,675
– – ﹤0.01% 104
2022
Q2 		$58K Hold
1,675
– – ﹤0.01% 100
2022
Q1 		$95K Buy
1,675
+970
+138% +$98.9K ﹤0.01% 110
2021
Q4 		$117K Buy
+705
New +$88.3K ﹤0.01% 96

Other funds holding REE

MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
SGL
Sonic GP LLC Honolulu, Hawaii $45.4M AUM 5.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
CCP
Corbin Capital Partners New York $61.3M AUM 53.03% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
NA
Nordwand Advisors Radnor, Pennsylvania $652M AUM 36.81% 1-Year Est. Return

Charles Schwab Investment Advisory's REE Position: Q4 2023 in Review

Charles Schwab Investment Advisory sold out of REE Automotive (REE) in Q4 2023, closing a stake of 1,675 shares — an estimated $7.37K sold.

Charles Schwab Investment Advisory first reported a position in REE in Q4 2021 and held it in 8 quarters. The position peaked at $117K in Q4 2021. 23 funds tracked by Wall St. Rank hold REE as of Q4 2023.

  • Charles Schwab Investment Advisory reported no remaining REE Automotive position as of Q4 2023 after selling out during the quarter.
  • Charles Schwab Investment Advisory sold 1,675 REE Automotive shares in Q4 2023, an estimated $7.37K.
  • Charles Schwab Investment Advisory first reported a position in REE Automotive in Q4 2021 and held it in 8 quarters.
  • Charles Schwab Investment Advisory's REE Automotive position peaked at $117K in Q4 2021.
  • 23 funds tracked by Wall St. Rank held REE Automotive as of Q4 2023.

Based on Charles Schwab Investment Advisory's 13F filing for Q4 2023, filed 6 Feb 2024.