Avitas Wealth Management’s Rocket Lab Corp RKLB Stock Holding History

Avitas Wealth Management’s Portfolio RKLB Stock Details RKLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$3.04M	Sell	119,262 -1,542	-1%	-$27.1K	0.42%	58
2024 Q3	$1.18M	Sell	120,804 -168	-0.1%	-$1.02K	0.17%	133
2024 Q2	$581K	Sell	120,972 -803	-0.7%	-$3.35K	0.09%	158
2024 Q1	$500K	Buy	121,775 +443	+0.4%	+$2.04K	0.08%	172
2023 Q4	$671K	Buy	121,332 +2,913	+2%	+$13.2K	0.11%	148
2023 Q3	$519K	Buy	118,419 +28,203	+31%	+$172K	0.1%	158
2023 Q2	$541K	Sell	90,216 -582	-0.6%	-$2.67K	0.1%	149
2023 Q1	$367K	Buy	90,798 +41,808	+85%	+$188K	0.07%	175
2022 Q4	$185K	Sell	48,990 -82,415	-63%	-$360K	0.04%	185
2022 Q3	$535K	Buy	+131,405	New	+$648K	0.12%	136

Other funds holding RKLB

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

VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avitas Wealth Management's RKLB Position: Q4 2024 in Review

Avitas Wealth Management reduced its Rocket Lab Corp (RKLB) stake by 1.3% in Q4 2024, selling an estimated $27.1K and leaving 119,262 shares worth $3.04M. The position accounts for 0.42% of the portfolio, ranked #58.

Avitas Wealth Management first reported a position in RKLB in Q3 2022 and has held it in 10 quarters since. 397 funds tracked by Wall St. Rank hold RKLB as of Q4 2024.

Avitas Wealth Management held 119,262 shares of Rocket Lab Corp worth $3.04M as of Q4 2024.
Avitas Wealth Management sold 1,542 Rocket Lab Corp shares in Q4 2024, an estimated $27.1K.
Rocket Lab Corp made up 0.42% of Avitas Wealth Management's portfolio in Q4 2024, its #58 holding.
Avitas Wealth Management first reported a position in Rocket Lab Corp in Q3 2022 and has held it in 10 quarters since.
397 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.