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Fort Vancouver Investment Management’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Fort Vancouver Investment Management’s Portfolio RLY Stock Details RLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,532
Closed -$303K – 53
2024
Q3 		$303K Hold
10,532
– – 0.26% 22
2024
Q2 		$291K Buy
+10,532
New +$297K 0.28% 22

Other funds holding RLY

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return
FIBT
First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

Fort Vancouver Investment Management's RLY Position: Q4 2024 in Review

Fort Vancouver Investment Management sold out of State Street Multi-Asset Real Return ETF (RLY) in Q4 2024, closing a stake of 10,532 shares — an estimated $303K sold.

Fort Vancouver Investment Management first reported a position in RLY in Q2 2024 and held it in 2 quarters. The position peaked at $303K in Q3 2024. 114 funds tracked by Wall St. Rank hold RLY as of Q4 2024.

  • Fort Vancouver Investment Management reported no remaining State Street Multi-Asset Real Return ETF position as of Q4 2024 after selling out during the quarter.
  • Fort Vancouver Investment Management sold 10,532 State Street Multi-Asset Real Return ETF shares in Q4 2024, an estimated $303K.
  • Fort Vancouver Investment Management first reported a position in State Street Multi-Asset Real Return ETF in Q2 2024 and held it in 2 quarters.
  • Fort Vancouver Investment Management's State Street Multi-Asset Real Return ETF position peaked at $303K in Q3 2024.
  • 114 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q4 2024.

Based on Fort Vancouver Investment Management's 13F filing for Q4 2024, filed 12 Feb 2025.