Highland Private Wealth Management’s Remitly RELY Stock Holding History

Highland Private Wealth Management’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
2022 Q4	–	Sell	-10,059	Closed	-$112K	–	123
2022 Q3	$112K	Hold	10,059	–	–	0.02%	180
2022 Q2	$77K	Hold	10,059	–	–	0.01%	184
2022 Q1	$99K	Buy	+10,059	New	+$120K	0.01%	185

Other funds holding RELY

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

BOCH

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

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Highland Private Wealth Management's RELY Position: Q4 2022 in Review

Highland Private Wealth Management sold out of Remitly (RELY) in Q4 2022, closing a stake of 10,059 shares — an estimated $112K sold.

Highland Private Wealth Management first reported a position in RELY in Q1 2022 and held it in 3 quarters. The position peaked at $112K in Q3 2022. 137 funds tracked by Wall St. Rank hold RELY as of Q4 2022.

Highland Private Wealth Management reported no remaining Remitly position as of Q4 2022 after selling out during the quarter.
Highland Private Wealth Management sold 10,059 Remitly shares in Q4 2022, an estimated $112K.
Highland Private Wealth Management first reported a position in Remitly in Q1 2022 and held it in 3 quarters.
Highland Private Wealth Management's Remitly position peaked at $112K in Q3 2022.
137 funds tracked by Wall St. Rank held Remitly as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.