Rockefeller Capital Management
RULE icon

Rockefeller Capital Management’s Adaptive Core ETF RULE Stock Holding History

Rockefeller Capital Management’s Portfolio RULE Stock Details RULE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-489
Closed -$9K – 4162
2022
Q3 		$9K Buy
+489
New +$9.8K ﹤0.01% 3148

Other funds holding RULE

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockefeller Capital Management's RULE Position: Q4 2022 in Review

Rockefeller Capital Management sold out of Adaptive Core ETF (RULE) in Q4 2022, closing a stake of 489 shares — an estimated $9K sold.

Rockefeller Capital Management first reported a position in RULE in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 5 funds tracked by Wall St. Rank hold RULE as of Q4 2022.

  • Rockefeller Capital Management reported no remaining Adaptive Core ETF position as of Q4 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 489 Adaptive Core ETF shares in Q4 2022, an estimated $9K.
  • Rockefeller Capital Management first reported a position in Adaptive Core ETF in Q3 2022 and held it in 1 quarter.
  • Rockefeller Capital Management's Adaptive Core ETF position peaked at $9K in Q3 2022.
  • 5 funds tracked by Wall St. Rank held Adaptive Core ETF as of Q4 2022.

Based on Rockefeller Capital Management's 13F filing for Q4 2022, filed 6 Mar 2023.