Summit Trail Advisors’s Remitly RELY Stock Holding History

Summit Trail 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
2022 Q3	–	Sell	-46,696	Closed	-$358K	–	411
2022 Q2	$358K	Buy	+46,696	New	+$463K	0.02%	239

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Summit Trail Advisors's RELY Position: Q3 2022 in Review

Summit Trail Advisors sold out of Remitly (RELY) in Q3 2022, closing a stake of 46,696 shares — an estimated $358K sold.

Summit Trail Advisors first reported a position in RELY in Q2 2022 and held it in 1 quarter. The position peaked at $358K in Q2 2022. 133 funds tracked by Wall St. Rank hold RELY as of Q3 2022.

Summit Trail Advisors reported no remaining Remitly position as of Q3 2022 after selling out during the quarter.
Summit Trail Advisors sold 46,696 Remitly shares in Q3 2022, an estimated $358K.
Summit Trail Advisors first reported a position in Remitly in Q2 2022 and held it in 1 quarter.
Summit Trail Advisors's Remitly position peaked at $358K in Q2 2022.
133 funds tracked by Wall St. Rank held Remitly as of Q3 2022.

Based on Summit Trail Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.