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Capital Advisors Inc’s Rocket Lab Corp RKLB Stock Holding History

Capital Advisors Inc’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
Q3 		– Sell
-10,000
Closed -$16.2K – 314
2024
Q2 		$16.2K Buy
+10,000
New +$41.7K ﹤0.01% 308

Other funds holding RKLB

VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DOFI
DCVC Opportunity Fund II Palo Alto, California $13.9M AUM 8.04% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Advisors Inc's RKLB Position: Q3 2024 in Review

Capital Advisors Inc sold out of Rocket Lab Corp (RKLB) in Q3 2024, closing a stake of 10,000 shares — an estimated $16.2K sold.

Capital Advisors Inc first reported a position in RKLB in Q2 2024 and held it in 1 quarter. The position peaked at $16.2K in Q2 2024. 285 funds tracked by Wall St. Rank hold RKLB as of Q3 2024.

  • Capital Advisors Inc reported no remaining Rocket Lab Corp position as of Q3 2024 after selling out during the quarter.
  • Capital Advisors Inc sold 10,000 Rocket Lab Corp shares in Q3 2024, an estimated $16.2K.
  • Capital Advisors Inc first reported a position in Rocket Lab Corp in Q2 2024 and held it in 1 quarter.
  • Capital Advisors Inc's Rocket Lab Corp position peaked at $16.2K in Q2 2024.
  • 285 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q3 2024.

Based on Capital Advisors Inc's 13F filing for Q3 2024, filed 28 Oct 2024.