AE Wealth Management’s Gibraltar Industries ROCK Stock Holding History

AE Wealth Management’s Portfolio ROCK Stock Details ROCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,975	Closed	-$318K	–	1803
2023 Q4	$318K	Buy	3,975 +751	+23%	+$51.3K	﹤0.01%	1670
2023 Q3	$218K	Buy	+3,224	New	+$221K	﹤0.01%	1757
2023 Q1	–	Sell	-20,276	Closed	-$930K	–	1985
2022 Q4	$930K	Sell	20,276 -308	-1%	-$14.8K	0.01%	1019
2022 Q3	$843K	Buy	20,584 +1,814	+10%	+$77.4K	0.01%	1012
2022 Q2	$727K	Buy	+18,770	New	+$766K	0.01%	1006
2020 Q1	–	Sell	-4,538	Closed	-$229K	–	1255
2019 Q4	$229K	Sell	4,538 -3,423	-43%	-$172K	0.01%	1022
2019 Q3	$366K	Sell	7,961 -3,586	-31%	-$150K	0.01%	712
2019 Q2	$466K	Buy	11,547 +5,428	+89%	+$211K	0.01%	607
2019 Q1	$248K	Buy	+6,119	New	+$233K	0.02%	529

Other funds holding ROCK

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

AE Wealth Management's ROCK Position: Q1 2024 in Review

AE Wealth Management sold out of Gibraltar Industries (ROCK) in Q1 2024, closing a stake of 3,975 shares — an estimated $318K sold.

AE Wealth Management first reported a position in ROCK in Q1 2019 and held it in 9 quarters. The position peaked at $930K in Q4 2022. 288 funds tracked by Wall St. Rank hold ROCK as of Q1 2024.

AE Wealth Management reported no remaining Gibraltar Industries position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 3,975 Gibraltar Industries shares in Q1 2024, an estimated $318K.
AE Wealth Management first reported a position in Gibraltar Industries in Q1 2019 and held it in 9 quarters.
AE Wealth Management's Gibraltar Industries position peaked at $930K in Q4 2022.
288 funds tracked by Wall St. Rank held Gibraltar Industries as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.