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Redwood Wealth Management Group’s Rocket Lab Corp RKLB Stock Holding History

Redwood Wealth Management 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
2024
Q3 		– Sell
-200
Closed -$960 – 878
2024
Q2 		$960 Buy
+200
New +$833 ﹤0.01% 993

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DOFI
DCVC Opportunity Fund II Palo Alto, California $17.2M AUM 22.94% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Redwood Wealth Management Group's RKLB Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Rocket Lab Corp (RKLB) in Q3 2024, closing a stake of 200 shares — an estimated $960 sold.

Redwood Wealth Management Group first reported a position in RKLB in Q2 2024 and held it in 1 quarter. The position peaked at $960 in Q2 2024. 285 funds tracked by Wall St. Rank hold RKLB as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Rocket Lab Corp position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 200 Rocket Lab Corp shares in Q3 2024, an estimated $960.
  • Redwood Wealth Management Group first reported a position in Rocket Lab Corp in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Rocket Lab Corp position peaked at $960 in Q2 2024.
  • 285 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.