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Clearview Wealth Advisors’s Rocket Lab Corp RKLB Stock Holding History

Clearview Wealth Advisors’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
2023
Q3 		– Sell
-100
Closed -$600 – 509
2023
Q2 		$600 Hold
100
– – ﹤0.01% 629
2023
Q1 		$404 Hold
100
– – ﹤0.01% 624
2022
Q4 		$377 Hold
100
– – ﹤0.01% 569
2022
Q3 		$0 Hold
100
– – ﹤0.01% 626
2022
Q2 		$0 Hold
100
– – ﹤0.01% 634
2022
Q1 		$1K Hold
100
– – ﹤0.01% 574
2021
Q4 		$1K Hold
100
– – ﹤0.01% 659
2021
Q3 		$2K Buy
+100
New +$1.2K ﹤0.01% 594

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Vanguard Group
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BlackRock
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DCI
Data Collective IV Palo Alto, California $55.9M AUM 49.14% 1-Year Est. Return

Clearview Wealth Advisors's RKLB Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Rocket Lab Corp (RKLB) in Q3 2023, closing a stake of 100 shares — an estimated $600 sold.

Clearview Wealth Advisors first reported a position in RKLB in Q3 2021 and held it in 8 quarters. The position peaked at $2K in Q3 2021. 216 funds tracked by Wall St. Rank hold RKLB as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Rocket Lab Corp position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 100 Rocket Lab Corp shares in Q3 2023, an estimated $600.
  • Clearview Wealth Advisors first reported a position in Rocket Lab Corp in Q3 2021 and held it in 8 quarters.
  • Clearview Wealth Advisors's Rocket Lab Corp position peaked at $2K in Q3 2021.
  • 216 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.