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Steward Partners Investment Advisory’s Gibraltar Industries ROCK Stock Holding History

Steward Partners Investment Advisory’s Portfolio ROCK Stock Details ROCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-686
Closed -$55.2K – 3698
2024
Q1 		$55.2K Buy
+686
New +$54.7K ﹤0.01% 2061

Other funds holding ROCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Steward Partners Investment Advisory's ROCK Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of Gibraltar Industries (ROCK) in Q2 2024, closing a stake of 686 shares — an estimated $55.2K sold.

Steward Partners Investment Advisory first reported a position in ROCK in Q1 2024 and held it in 1 quarter. The position peaked at $55.2K in Q1 2024. 290 funds tracked by Wall St. Rank hold ROCK as of Q2 2024.

  • Steward Partners Investment Advisory reported no remaining Gibraltar Industries position as of Q2 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 686 Gibraltar Industries shares in Q2 2024, an estimated $55.2K.
  • Steward Partners Investment Advisory first reported a position in Gibraltar Industries in Q1 2024 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Gibraltar Industries position peaked at $55.2K in Q1 2024.
  • 290 funds tracked by Wall St. Rank held Gibraltar Industries as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.