TWP
ROCK icon

TFO Wealth Partners’s Gibraltar Industries ROCK Stock Holding History

TFO Wealth Partners’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
-1
Closed -$81 – 614
2024
Q1 		$81 Hold
1
– – ﹤0.01% 671
2023
Q4 		$79 Hold
1
– – ﹤0.01% 823
2023
Q3 		$63 Hold
1
– – ﹤0.01% 1031
2023
Q2 		$63 Hold
1
– – ﹤0.01% 740
2023
Q1 		$49 Sell
1
-14
-93% -$716 ﹤0.01% 750
2022
Q4 		$2.6K Buy
+15
New +$720 ﹤0.01% 225

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

TFO Wealth Partners's ROCK Position: Q2 2024 in Review

TFO Wealth Partners sold out of Gibraltar Industries (ROCK) in Q2 2024, closing a stake of 1 share — an estimated $81 sold.

TFO Wealth Partners first reported a position in ROCK in Q4 2022 and held it in 6 quarters. The position peaked at $2.6K in Q4 2022. 290 funds tracked by Wall St. Rank hold ROCK as of Q2 2024.

  • TFO Wealth Partners reported no remaining Gibraltar Industries position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Gibraltar Industries share in Q2 2024, an estimated $81.
  • TFO Wealth Partners first reported a position in Gibraltar Industries in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Gibraltar Industries position peaked at $2.6K in Q4 2022.
  • 290 funds tracked by Wall St. Rank held Gibraltar Industries as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.