TCI Wealth Advisors’s Rocket Lab Corp RKLB Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-996	Closed	-$4.02K	–	1795
2023 Q1	$4.02K	Buy	996 +99	+11%	+$445	﹤0.01%	1686
2022 Q4	$3.38K	Buy	897 +36	+4%	+$157	﹤0.01%	1787
2022 Q3	$4K	Buy	861 +36	+4%	+$178	﹤0.01%	1663
2022 Q2	$3K	Buy	+825	New	+$4.86K	﹤0.01%	1878

Other funds holding RKLB

VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return

VCM

Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

TCI Wealth Advisors's RKLB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Rocket Lab Corp (RKLB) in Q2 2023, closing a stake of 996 shares — an estimated $4.02K sold.

TCI Wealth Advisors first reported a position in RKLB in Q2 2022 and held it in 4 quarters. The position peaked at $4.02K in Q1 2023. 199 funds tracked by Wall St. Rank hold RKLB as of Q2 2023.

TCI Wealth Advisors reported no remaining Rocket Lab Corp position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 996 Rocket Lab Corp shares in Q2 2023, an estimated $4.02K.
TCI Wealth Advisors first reported a position in Rocket Lab Corp in Q2 2022 and held it in 4 quarters.
TCI Wealth Advisors's Rocket Lab Corp position peaked at $4.02K in Q1 2023.
199 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.