JWM
RKLB icon

Janiczek Wealth Management’s Rocket Lab Corp RKLB Stock Holding History

Janiczek Wealth Management’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
2024
Q2 		$744 Sell
155
-200
-56% -$833 ﹤0.01% 961
2024
Q1 		$1.46K Hold
355
– – ﹤0.01% 894
2023
Q4 		$1.96K Hold
355
– – ﹤0.01% 860
2023
Q3 		$1.55K Hold
355
– – ﹤0.01% 864
2023
Q2 		$2.13K Hold
355
– – ﹤0.01% 765
2023
Q1 		$1.43K Buy
355
+200
+129% +$898 ﹤0.01% 805
2022
Q4 		$749 Hold
155
– – ﹤0.01% 881
2022
Q3 		$1K Buy
+155
New +$765 ﹤0.01% 865

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DOFI
DCVC Opportunity Fund II Palo Alto, California $13.9M AUM 8.04% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Janiczek Wealth Management's RKLB Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Rocket Lab Corp (RKLB) stake by 56% in Q2 2024, selling an estimated $833 and leaving 155 shares worth $744. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Janiczek Wealth Management first reported a position in RKLB in Q3 2022 and has held it in 8 quarters since. The position peaked at $2.13K in Q2 2023. 240 funds tracked by Wall St. Rank hold RKLB as of Q2 2024.

  • Janiczek Wealth Management held 155 shares of Rocket Lab Corp worth $744 as of Q2 2024.
  • Janiczek Wealth Management sold 200 Rocket Lab Corp shares in Q2 2024, an estimated $833.
  • Rocket Lab Corp made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #961 holding.
  • Janiczek Wealth Management first reported a position in Rocket Lab Corp in Q3 2022 and has held it in 8 quarters since.
  • Janiczek Wealth Management's Rocket Lab Corp position peaked at $2.13K in Q2 2023.
  • 240 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.