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Crown Wealth Group’s Rocket Lab Corp RKLB Stock Holding History

Crown Wealth Group’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
Q4 		– Sell
-11,000
Closed -$48.2K – 105
2023
Q3 		$48.2K Buy
+11,000
New +$66.9K 0.04% 70
2023
Q2 		– Sell
-22,034
Closed -$89K – 72
2023
Q1 		$89K Buy
+22,034
New +$98.9K 0.07% 64

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
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
DOFI
DCVC Opportunity Fund II Palo Alto, California $13.9M AUM 8.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crown Wealth Group's RKLB Position: Q4 2023 in Review

Crown Wealth Group sold out of Rocket Lab Corp (RKLB) in Q4 2023, closing a stake of 11,000 shares — an estimated $48.2K sold.

Crown Wealth Group first reported a position in RKLB in Q1 2023 and held it in 2 quarters. The position peaked at $89K in Q1 2023. 226 funds tracked by Wall St. Rank hold RKLB as of Q4 2023.

  • Crown Wealth Group reported no remaining Rocket Lab Corp position as of Q4 2023 after selling out during the quarter.
  • Crown Wealth Group sold 11,000 Rocket Lab Corp shares in Q4 2023, an estimated $48.2K.
  • Crown Wealth Group first reported a position in Rocket Lab Corp in Q1 2023 and held it in 2 quarters.
  • Crown Wealth Group's Rocket Lab Corp position peaked at $89K in Q1 2023.
  • 226 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q4 2023.

Based on Crown Wealth Group's 13F filing for Q4 2023, filed 23 Jan 2024.