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Venturi Wealth Management’s Remitly RELY Stock Holding History

Venturi Wealth Management’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
-88
Closed -$2.22K – 1423
2023
Q3 		$2.22K Hold
88
– – ﹤0.01% 1150
2023
Q2 		$1.66K Buy
+88
New +$1.6K ﹤0.01% 949

Other funds holding RELY

N
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Venturi Wealth Management's RELY Position: Q4 2023 in Review

Venturi Wealth Management sold out of Remitly (RELY) in Q4 2023, closing a stake of 88 shares — an estimated $2.22K sold.

Venturi Wealth Management first reported a position in RELY in Q2 2023 and held it in 2 quarters. The position peaked at $2.22K in Q3 2023. 188 funds tracked by Wall St. Rank hold RELY as of Q4 2023.

  • Venturi Wealth Management reported no remaining Remitly position as of Q4 2023 after selling out during the quarter.
  • Venturi Wealth Management sold 88 Remitly shares in Q4 2023, an estimated $2.22K.
  • Venturi Wealth Management first reported a position in Remitly in Q2 2023 and held it in 2 quarters.
  • Venturi Wealth Management's Remitly position peaked at $2.22K in Q3 2023.
  • 188 funds tracked by Wall St. Rank held Remitly as of Q4 2023.

Based on Venturi Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.