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Financial Synergies Wealth Advisors’s Roblox RBLX Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio RBLX Stock Details RBLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$29 – 543
2023
Q4 		$29 Buy
+1
New +$37 ﹤0.01% 454
2023
Q1 		– Sell
-1
Closed -$29 – 509
2022
Q4 		$29 Sell
1
-15
-94% -$527 ﹤0.01% 454
2022
Q3 		$574 Hold
16
– – ﹤0.01% 355
2022
Q2 		$526 Buy
+16
New +$537 ﹤0.01% 371

Other funds holding RBLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AVM
Altos Ventures Management Burlingame, California $11.7M AUM 182.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Synergies Wealth Advisors's RBLX Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Roblox (RBLX) in Q1 2024, closing a stake of 1 share — an estimated $29 sold.

Financial Synergies Wealth Advisors first reported a position in RBLX in Q2 2022 and held it in 4 quarters. The position peaked at $574 in Q3 2022. 638 funds tracked by Wall St. Rank hold RBLX as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Roblox position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 1 Roblox share in Q1 2024, an estimated $29.
  • Financial Synergies Wealth Advisors first reported a position in Roblox in Q2 2022 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's Roblox position peaked at $574 in Q3 2022.
  • 638 funds tracked by Wall St. Rank held Roblox as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.