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Sugarloaf Wealth Management’s Roblox RBLX Stock Holding History

Sugarloaf Wealth Management’s Portfolio RBLX Stock Details RBLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$11.3K Hold
196
– – ﹤0.01% 482
2024
Q3 		$8.68K Hold
196
– – ﹤0.01% 519
2024
Q2 		$7.29K Hold
196
– – ﹤0.01% 507
2024
Q1 		$7.48K Hold
196
– – ﹤0.01% 510
2023
Q4 		$8.96K Hold
196
– – ﹤0.01% 499
2023
Q3 		$5.68K Hold
196
– – ﹤0.01% 524
2023
Q2 		$7.9K Hold
196
– – ﹤0.01% 502
2023
Q1 		$8.82K Hold
196
– – ﹤0.01% 493
2022
Q4 		$5.58K Hold
196
– – ﹤0.01% 565
2022
Q3 		$8K Hold
196
– – ﹤0.01% 556
2022
Q2 		$6K Hold
196
– – ﹤0.01% 593
2022
Q1 		$9K Buy
+196
New +$11.8K ﹤0.01% 498

Other funds holding RBLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
AVM
Altos Ventures Management Burlingame, California $11.7M AUM 182.72% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sugarloaf Wealth Management's RBLX Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Roblox (RBLX) position steady in Q4 2024 at 196 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Sugarloaf Wealth Management first reported a position in RBLX in Q1 2022 and has held it in 12 quarters since. 730 funds tracked by Wall St. Rank hold RBLX as of Q4 2024.

  • Sugarloaf Wealth Management held 196 shares of Roblox worth $11.3K as of Q4 2024.
  • Sugarloaf Wealth Management left its Roblox share count unchanged in Q4 2024.
  • Roblox made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #482 holding.
  • Sugarloaf Wealth Management first reported a position in Roblox in Q1 2022 and has held it in 12 quarters since.
  • 730 funds tracked by Wall St. Rank held Roblox as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.