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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

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SkyOak Wealth's RELY Position: Q1 2025 in Review

SkyOak Wealth sold out of Remitly (RELY) in Q1 2025, closing a stake of 9,088 shares — an estimated $205K sold.

SkyOak Wealth first reported a position in RELY in Q2 2022 and held it in 11 quarters. The position peaked at $920K in Q2 2022. 279 funds tracked by Wall St. Rank hold RELY as of Q1 2025.

  • SkyOak Wealth reported no remaining Remitly position as of Q1 2025 after selling out during the quarter.
  • SkyOak Wealth sold 9,088 Remitly shares in Q1 2025, an estimated $205K.
  • SkyOak Wealth first reported a position in Remitly in Q2 2022 and held it in 11 quarters.
  • SkyOak Wealth's Remitly position peaked at $920K in Q2 2022.
  • 279 funds tracked by Wall St. Rank held Remitly as of Q1 2025.

Based on SkyOak Wealth's 13F filing for Q1 2025, filed 1 May 2025.