WFAG
REE

Wescott Financial Advisory Group’s REE Automotive REE Stock Holding History

Wescott Financial Advisory Group’s Portfolio REE Stock Details REE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,247
Closed -$14.3K – 169
2023
Q3 		$14.3K Hold
3,247
– – ﹤0.01% 158
2023
Q2 		$37K Hold
3,247
– – 0.01% 159
2023
Q1 		$31.7K Sell
3,247
-1,000
-24% -$12.8K 0.01% 155
2022
Q4 		$49.5K Buy
4,247
+3,185
+300% +$52.8K 0.01% 154
2022
Q3 		$22K Hold
1,062
– – 0.01% 138
2022
Q2 		$37K Hold
1,062
– – 0.01% 130
2022
Q1 		$61K Hold
1,062
– – 0.02% 127
2021
Q4 		$177K Buy
+1,062
New +$133K 0.09% 69

Other funds holding REE

MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
SGL
Sonic GP LLC Honolulu, Hawaii $45.4M AUM 5.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $733M AUM 11.32% 1-Year Est. Return
CCP
Corbin Capital Partners New York $61.3M AUM 53.03% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
NA
Nordwand Advisors Radnor, Pennsylvania $652M AUM 36.81% 1-Year Est. Return

Wescott Financial Advisory Group's REE Position: Q4 2023 in Review

Wescott Financial Advisory Group sold out of REE Automotive (REE) in Q4 2023, closing a stake of 3,247 shares — an estimated $14.3K sold.

Wescott Financial Advisory Group first reported a position in REE in Q4 2021 and held it in 8 quarters. The position peaked at $177K in Q4 2021. 23 funds tracked by Wall St. Rank hold REE as of Q4 2023.

  • Wescott Financial Advisory Group reported no remaining REE Automotive position as of Q4 2023 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 3,247 REE Automotive shares in Q4 2023, an estimated $14.3K.
  • Wescott Financial Advisory Group first reported a position in REE Automotive in Q4 2021 and held it in 8 quarters.
  • Wescott Financial Advisory Group's REE Automotive position peaked at $177K in Q4 2021.
  • 23 funds tracked by Wall St. Rank held REE Automotive as of Q4 2023.

Based on Wescott Financial Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.