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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Gibraltar Industries ROCK Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2024
Q1 		– Sell
-140
Closed -$11.1K – 366
2023
Q4 		$11.1K Hold
140
– – 0.01% 243
2023
Q3 		$9.45K Sell
140
-4,885
-97% -$334K 0.01% 206
2023
Q2 		$8.81K Buy
+5,025
New +$272K 0.01% 208

Other funds holding ROCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ROCK Position: Q1 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Gibraltar Industries (ROCK) in Q1 2024, closing a stake of 140 shares — an estimated $11.1K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ROCK in Q2 2023 and held it in 3 quarters. The position peaked at $11.1K in Q4 2023. 288 funds tracked by Wall St. Rank hold ROCK as of Q1 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Gibraltar Industries position as of Q1 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 140 Gibraltar Industries shares in Q1 2024, an estimated $11.1K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Gibraltar Industries in Q2 2023 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Gibraltar Industries position peaked at $11.1K in Q4 2023.
  • 288 funds tracked by Wall St. Rank held Gibraltar Industries as of Q1 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2024, filed 7 Aug 2026.