Valley National Advisers’s Remitly RELY Stock Holding History

Valley National Advisers’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
2023 Q4	–	Sell	-35	Closed	-$1K	–	1263
2023 Q3	$1K	Buy	+35	New	+$789	﹤0.01%	996

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GIM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Valley National Advisers's RELY Position: Q4 2023 in Review

Valley National Advisers sold out of Remitly (RELY) in Q4 2023, closing a stake of 35 shares — an estimated $1K sold.

Valley National Advisers first reported a position in RELY in Q3 2023 and held it in 1 quarter. The position peaked at $1K in Q3 2023. 188 funds tracked by Wall St. Rank hold RELY as of Q4 2023.

Valley National Advisers reported no remaining Remitly position as of Q4 2023 after selling out during the quarter.
Valley National Advisers sold 35 Remitly shares in Q4 2023, an estimated $1K.
Valley National Advisers first reported a position in Remitly in Q3 2023 and held it in 1 quarter.
Valley National Advisers's Remitly position peaked at $1K in Q3 2023.
188 funds tracked by Wall St. Rank held Remitly as of Q4 2023.

Based on Valley National Advisers's 13F filing for Q4 2023, filed 25 Jan 2024.