Freestone Capital Holdings’s Remitly RELY Stock Holding History

Freestone Capital Holdings’s Portfolio RELY Stock Details RELY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,000	Closed	-$115K	–	402
2022 Q4	$115K	Sell	10,000 -53,156	-84%	-$551K	0.01%	353
2022 Q3	$702K	Hold	63,156	–	–	0.03%	220
2022 Q2	$484K	Buy	63,156 +5,808	+10%	+$57.5K	0.02%	269
2022 Q1	$566K	Buy	+57,348	New	+$683K	0.02%	323

Other funds holding RELY

Naspers South Africa $84.4M AUM 76.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BOCH

Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return

Freestone Capital Holdings's RELY Position: Q1 2023 in Review

Freestone Capital Holdings sold out of Remitly (RELY) in Q1 2023, closing a stake of 10,000 shares — an estimated $115K sold.

Freestone Capital Holdings first reported a position in RELY in Q1 2022 and held it in 4 quarters. The position peaked at $702K in Q3 2022. 152 funds tracked by Wall St. Rank hold RELY as of Q1 2023.

Freestone Capital Holdings reported no remaining Remitly position as of Q1 2023 after selling out during the quarter.
Freestone Capital Holdings sold 10,000 Remitly shares in Q1 2023, an estimated $115K.
Freestone Capital Holdings first reported a position in Remitly in Q1 2022 and held it in 4 quarters.
Freestone Capital Holdings's Remitly position peaked at $702K in Q3 2022.
152 funds tracked by Wall St. Rank held Remitly as of Q1 2023.

Based on Freestone Capital Holdings's 13F filing for Q1 2023, filed 12 May 2023.