GSWM
REE

Golden State Wealth Management’s REE Automotive REE Stock Holding History

Golden State Wealth Management’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
2025
Q1 		– Sell
-2
Closed -$18 – 1634
2024
Q4 		$18 Buy
+2
New +$16 ﹤0.01% 1507

Other funds holding REE

MGP
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Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
HCM
Heights Capital Management San Francisco, California $359M AUM 8.03% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.21% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Golden State Wealth Management's REE Position: Q1 2025 in Review

Golden State Wealth Management sold out of REE Automotive (REE) in Q1 2025, closing a stake of 2 shares — an estimated $18 sold.

Golden State Wealth Management first reported a position in REE in Q4 2024 and held it in 1 quarter. The position peaked at $18 in Q4 2024. 36 funds tracked by Wall St. Rank hold REE as of Q1 2025.

  • Golden State Wealth Management reported no remaining REE Automotive position as of Q1 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 2 REE Automotive shares in Q1 2025, an estimated $18.
  • Golden State Wealth Management first reported a position in REE Automotive in Q4 2024 and held it in 1 quarter.
  • Golden State Wealth Management's REE Automotive position peaked at $18 in Q4 2024.
  • 36 funds tracked by Wall St. Rank held REE Automotive as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.