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Oliver Lagore Vanvalin Investment Group’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2023
Q2 		– Sell
-16
Closed -$441 – 828
2023
Q1 		$441 Buy
+16
New +$445 ﹤0.01% 651

Other funds holding RLY

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's RLY Position: Q2 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of State Street Multi-Asset Real Return ETF (RLY) in Q2 2023, closing a stake of 16 shares — an estimated $441 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in RLY in Q1 2023 and held it in 1 quarter. The position peaked at $441 in Q1 2023. 99 funds tracked by Wall St. Rank hold RLY as of Q2 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining State Street Multi-Asset Real Return ETF position as of Q2 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 16 State Street Multi-Asset Real Return ETF shares in Q2 2023, an estimated $441.
  • Oliver Lagore Vanvalin Investment Group first reported a position in State Street Multi-Asset Real Return ETF in Q1 2023 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's State Street Multi-Asset Real Return ETF position peaked at $441 in Q1 2023.
  • 99 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.