First National Trust’s REE Automotive REE Stock Holding History

First National Trust’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	-333	Closed	-$1.47K	–	384
2023 Q3	$1.47K	Hold	333	–	–	﹤0.01%	371
2023 Q2	$3.8K	Hold	333	–	–	﹤0.01%	378
2023 Q1	$3.25K	Hold	333	–	–	﹤0.01%	376
2022 Q4	$3.89K	Hold	333	–	–	﹤0.01%	368
2022 Q3	$7K	Hold	333	–	–	﹤0.01%	360
2022 Q2	$12K	Hold	333	–	–	﹤0.01%	364
2022 Q1	$19K	Hold	333	–	–	﹤0.01%	378
2021 Q4	$56K	Hold	333	–	–	﹤0.01%	372
2021 Q3	$45K	Buy	+333	New	+$77.9K	﹤0.01%	350

Other funds holding REE

MGIM

M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

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

Nordwand Advisors Radnor, Pennsylvania $572M AUM 23.09% 1-Year Est. Return

First National Trust's REE Position: Q4 2023 in Review

First National Trust sold out of REE Automotive (REE) in Q4 2023, closing a stake of 333 shares — an estimated $1.47K sold.

First National Trust first reported a position in REE in Q3 2021 and held it in 9 quarters. The position peaked at $56K in Q4 2021. 23 funds tracked by Wall St. Rank hold REE as of Q4 2023.

First National Trust reported no remaining REE Automotive position as of Q4 2023 after selling out during the quarter.
First National Trust sold 333 REE Automotive shares in Q4 2023, an estimated $1.47K.
First National Trust first reported a position in REE Automotive in Q3 2021 and held it in 9 quarters.
First National Trust's REE Automotive position peaked at $56K in Q4 2021.
23 funds tracked by Wall St. Rank held REE Automotive as of Q4 2023.

Based on First National Trust's 13F filing for Q4 2023, filed 6 Feb 2024.