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Cary Street Partners Investment Advisory’s Gibraltar Industries ROCK Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-70
Closed -$4.73K – 1562
2023
Q3 		$4.73K Sell
70
-25
-26% -$1.71K ﹤0.01% 1500
2023
Q2 		$5.98K Hold
95
– – ﹤0.01% 1361
2023
Q1 		$4.61K Hold
95
– – ﹤0.01% 1348
2022
Q4 		$4.36K Buy
+95
New +$4.56K ﹤0.01% 1360

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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

Cary Street Partners Investment Advisory's ROCK Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Gibraltar Industries (ROCK) in Q4 2023, closing a stake of 70 shares — an estimated $4.73K sold.

Cary Street Partners Investment Advisory first reported a position in ROCK in Q4 2022 and held it in 4 quarters. The position peaked at $5.98K in Q2 2023. 273 funds tracked by Wall St. Rank hold ROCK as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Gibraltar Industries position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 70 Gibraltar Industries shares in Q4 2023, an estimated $4.73K.
  • Cary Street Partners Investment Advisory first reported a position in Gibraltar Industries in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Gibraltar Industries position peaked at $5.98K in Q2 2023.
  • 273 funds tracked by Wall St. Rank held Gibraltar Industries as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.