AWM
ROCK icon

Ariadne Wealth Management’s Gibraltar Industries ROCK Stock Holding History

Ariadne 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
Q3 		– Sell
-4,157
Closed -$222K – 272
2024
Q2 		$222K Buy
+4,157
New +$303K 0.17% 127

Other funds holding ROCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Ariadne Wealth Management's ROCK Position: Q3 2024 in Review

Ariadne Wealth Management sold out of Gibraltar Industries (ROCK) in Q3 2024, closing a stake of 4,157 shares — an estimated $222K sold.

Ariadne Wealth Management first reported a position in ROCK in Q2 2024 and held it in 1 quarter. The position peaked at $222K in Q2 2024. 291 funds tracked by Wall St. Rank hold ROCK as of Q3 2024.

  • Ariadne Wealth Management reported no remaining Gibraltar Industries position as of Q3 2024 after selling out during the quarter.
  • Ariadne Wealth Management sold 4,157 Gibraltar Industries shares in Q3 2024, an estimated $222K.
  • Ariadne Wealth Management first reported a position in Gibraltar Industries in Q2 2024 and held it in 1 quarter.
  • Ariadne Wealth Management's Gibraltar Industries position peaked at $222K in Q2 2024.
  • 291 funds tracked by Wall St. Rank held Gibraltar Industries as of Q3 2024.

Based on Ariadne Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.