West Financial Advisors’s The RealReal REAL Stock Holding History

West Financial Advisors’s Portfolio REAL Stock Details REAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-400	Closed	-$844	–	196
2023 Q3	$844	Hold	400	–	–	﹤0.01%	187
2023 Q2	$888	Hold	400	–	–	﹤0.01%	166
2023 Q1	$504	Hold	400	–	–	﹤0.01%	155
2022 Q4	$500	Sell	400 -100	-20%	-$144	﹤0.01%	152
2022 Q3	$1K	Hold	500	–	–	﹤0.01%	173
2022 Q2	$1K	Buy	+500	New	+$2.23K	﹤0.01%	158

Other funds holding REAL

WCM

Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return

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

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

MHP

Manatuck Hill Partners Westport, Connecticut $302M AUM 117.41% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

West Financial Advisors's REAL Position: Q4 2023 in Review

West Financial Advisors sold out of The RealReal (REAL) in Q4 2023, closing a stake of 400 shares — an estimated $844 sold.

West Financial Advisors first reported a position in REAL in Q2 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 137 funds tracked by Wall St. Rank hold REAL as of Q4 2023.

West Financial Advisors reported no remaining The RealReal position as of Q4 2023 after selling out during the quarter.
West Financial Advisors sold 400 The RealReal shares in Q4 2023, an estimated $844.
West Financial Advisors first reported a position in The RealReal in Q2 2022 and held it in 6 quarters.
West Financial Advisors's The RealReal position peaked at $1K in Q3 2022.
137 funds tracked by Wall St. Rank held The RealReal as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.