Waypoint Wealth Partners’s Remitly RELY Stock Holding History

Waypoint Wealth Partners’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
2024 Q2	–	Sell	-24,850	Closed	-$515K	–	69
2024 Q1	$515K	Hold	24,850	–	–	0.15%	41
2023 Q4	$483K	Hold	24,850	–	–	0.15%	41
2023 Q3	$627K	Hold	24,850	–	–	0.22%	29
2023 Q2	$468K	Hold	24,850	–	–	0.16%	36
2023 Q1	$421K	Hold	24,850	–	–	0.15%	38
2022 Q4	$285K	Hold	24,850	–	–	0.11%	46
2022 Q3	$276K	Hold	24,850	–	–	0.12%	44
2022 Q2	$190K	Buy	+24,850	New	+$246K	0.07%	62

Other funds holding RELY

Naspers South Africa $84.4M AUM 76.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Waypoint Wealth Partners's RELY Position: Q2 2024 in Review

Waypoint Wealth Partners sold out of Remitly (RELY) in Q2 2024, closing a stake of 24,850 shares — an estimated $515K sold.

Waypoint Wealth Partners first reported a position in RELY in Q2 2022 and held it in 8 quarters. The position peaked at $627K in Q3 2023. 200 funds tracked by Wall St. Rank hold RELY as of Q2 2024.

Waypoint Wealth Partners reported no remaining Remitly position as of Q2 2024 after selling out during the quarter.
Waypoint Wealth Partners sold 24,850 Remitly shares in Q2 2024, an estimated $515K.
Waypoint Wealth Partners first reported a position in Remitly in Q2 2022 and held it in 8 quarters.
Waypoint Wealth Partners's Remitly position peaked at $627K in Q3 2023.
200 funds tracked by Wall St. Rank held Remitly as of Q2 2024.

Based on Waypoint Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.