SkyOak Wealth’s Remitly RELY Stock Holding History

SkyOak Wealth’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
2025 Q1	–	Sell	-9,088	Closed	-$205K	–	269
2024 Q4	$205K	Sell	9,088 -4,873	-35%	-$89.7K	0.04%	238
2024 Q3	$187K	Sell	13,961 -2,606	-16%	-$35.4K	0.04%	228
2024 Q2	$201K	Sell	16,567 -214	-1%	-$3.32K	0.05%	227
2024 Q1	$348K	Sell	16,781 -5,701	-25%	-$108K	0.08%	162
2023 Q4	$437K	Sell	22,482 -1,555	-6%	-$34.8K	0.11%	131
2023 Q3	$606K	Sell	24,037 -6,393	-21%	-$144K	0.18%	96
2023 Q2	$573K	Sell	30,430 -13,889	-31%	-$252K	0.16%	109
2023 Q1	$751K	Sell	44,319 -8,840	-17%	-$120K	0.23%	90
2022 Q4	$609K	Sell	53,159 -10,776	-17%	-$112K	0.2%	103
2022 Q3	$711K	Sell	63,935 -56,126	-47%	-$586K	0.25%	87
2022 Q2	$920K	Buy	+120,061	New	+$1.19M	0.31%	76

Other funds holding RELY

Naspers South Africa $253M AUM 25.32% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return