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JP Morgan Private Wealth Advisors’s Remitly RELY Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		$492K Sell
19,500
-18,000
-48% -$406K ﹤0.01% 1248
2023
Q2 		$706K Sell
37,500
-59,627
-61% -$1.08M ﹤0.01% 888
2023
Q1 		$1.65M Sell
97,127
-125,000
-56% -$1.7M ﹤0.01% 955
2022
Q4 		$2.54M Hold
222,127
– – 0.01% 764
2022
Q3 		$2.47M Buy
+222,127
New +$2.32M 0.01% 769

Other funds holding RELY

N
Naspers South Africa $84.4M AUM 76.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's RELY Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Remitly (RELY) stake by 48% in Q3 2023, selling an estimated $406K and leaving 19,500 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

JP Morgan Private Wealth Advisors first reported a position in RELY in Q3 2022 and has held it in 5 quarters since. The position peaked at $2.54M in Q4 2022. 192 funds tracked by Wall St. Rank hold RELY as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 19,500 shares of Remitly worth $492K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 18,000 Remitly shares in Q3 2023, an estimated $406K.
  • Remitly made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1248 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Remitly in Q3 2022 and has held it in 5 quarters since.
  • JP Morgan Private Wealth Advisors's Remitly position peaked at $2.54M in Q4 2022.
  • 192 funds tracked by Wall St. Rank held Remitly as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.