Rockefeller Capital Management
MOON

Rockefeller Capital Management’s Direxion Moonshot Innovators ETF MOON Stock Holding History

Rockefeller Capital Management’s Portfolio MOON Stock Details MOON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,275
Closed -$13K – 4042
2022
Q4 		$13K Hold
1,275
– – ﹤0.01% 2983
2022
Q3 		$16K Hold
1,275
– – ﹤0.01% 2886
2022
Q2 		$17K Hold
1,275
– – ﹤0.01% 2848
2022
Q1 		$25K Hold
1,275
– – ﹤0.01% 2629
2021
Q4 		$34K Buy
+1,275
New +$39.8K ﹤0.01% 2390

Other funds holding MOON

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rockefeller Capital Management's MOON Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Direxion Moonshot Innovators ETF (MOON) in Q1 2023, closing a stake of 1,275 shares — an estimated $13K sold.

Rockefeller Capital Management first reported a position in MOON in Q4 2021 and held it in 5 quarters. The position peaked at $34K in Q4 2021. 30 funds tracked by Wall St. Rank hold MOON as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Direxion Moonshot Innovators ETF position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 1,275 Direxion Moonshot Innovators ETF shares in Q1 2023, an estimated $13K.
  • Rockefeller Capital Management first reported a position in Direxion Moonshot Innovators ETF in Q4 2021 and held it in 5 quarters.
  • Rockefeller Capital Management's Direxion Moonshot Innovators ETF position peaked at $34K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.