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Householder Group Estate & Retirement Specialist’s Rubrik RBRK Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio RBRK Stock Details RBRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,610
Closed -$212K – 1272
2024
Q3 		$212K Hold
6,610
– – 0.06% 237
2024
Q2 		$202K Buy
+6,610
New +$217K 0.06% 247

Other funds holding RBRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
IVMX
Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's RBRK Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Rubrik (RBRK) in Q4 2024, closing a stake of 6,610 shares — an estimated $212K sold.

Householder Group Estate & Retirement Specialist first reported a position in RBRK in Q2 2024 and held it in 2 quarters. The position peaked at $212K in Q3 2024. 252 funds tracked by Wall St. Rank hold RBRK as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Rubrik position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 6,610 Rubrik shares in Q4 2024, an estimated $212K.
  • Householder Group Estate & Retirement Specialist first reported a position in Rubrik in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Rubrik position peaked at $212K in Q3 2024.
  • 252 funds tracked by Wall St. Rank held Rubrik as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.