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Cornerstone Planning Group’s Gibraltar Industries ROCK Stock Holding History

Cornerstone Planning Group’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
2025
Q1 		– Sell
-8
Closed -$499 – 1666
2024
Q4 		$499 Buy
+8
New +$545 ﹤0.01% 1137
2023
Q3 		– Sell
-21
Closed -$1.32K – 1288
2023
Q2 		$1.32K Buy
+21
New +$1.14K ﹤0.01% 1289
2022
Q4 		$1.02K Buy
+21
New +$1.01K ﹤0.01% 1351

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Cornerstone Planning Group's ROCK Position: Q1 2025 in Review

Cornerstone Planning Group sold out of Gibraltar Industries (ROCK) in Q1 2025, closing a stake of 8 shares — an estimated $499 sold.

Cornerstone Planning Group first reported a position in ROCK in Q4 2022 and held it in 3 quarters. The position peaked at $1.32K in Q2 2023. 271 funds tracked by Wall St. Rank hold ROCK as of Q1 2025.

  • Cornerstone Planning Group reported no remaining Gibraltar Industries position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 8 Gibraltar Industries shares in Q1 2025, an estimated $499.
  • Cornerstone Planning Group first reported a position in Gibraltar Industries in Q4 2022 and held it in 3 quarters.
  • Cornerstone Planning Group's Gibraltar Industries position peaked at $1.32K in Q2 2023.
  • 271 funds tracked by Wall St. Rank held Gibraltar Industries as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.