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United Capital Financial Advisors’s Remitly RELY Stock Holding History

United Capital Financial 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
Q4 		– Sell
-27,941
Closed -$311K – 1098
2022
Q3 		$311K Sell
27,941
-82
-0.3% -$855 ﹤0.01% 900
2022
Q2 		$215K Buy
28,023
+62
+0.2% +$614 ﹤0.01% 1037
2022
Q1 		$276K Buy
+27,961
New +$333K ﹤0.01% 1010

Other funds holding RELY

N
Naspers South Africa $253M AUM 25.32% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

United Capital Financial Advisors's RELY Position: Q4 2022 in Review

United Capital Financial Advisors sold out of Remitly (RELY) in Q4 2022, closing a stake of 27,941 shares — an estimated $311K sold.

United Capital Financial Advisors first reported a position in RELY in Q1 2022 and held it in 3 quarters. The position peaked at $311K in Q3 2022. 138 funds tracked by Wall St. Rank hold RELY as of Q4 2022.

  • United Capital Financial Advisors reported no remaining Remitly position as of Q4 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 27,941 Remitly shares in Q4 2022, an estimated $311K.
  • United Capital Financial Advisors first reported a position in Remitly in Q1 2022 and held it in 3 quarters.
  • United Capital Financial Advisors's Remitly position peaked at $311K in Q3 2022.
  • 138 funds tracked by Wall St. Rank held Remitly as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.