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Triad Financial Advisors’s Roblox RBLX Stock Holding History

Triad Financial Advisors’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
2022
Q4 		– Sell
-5,865
Closed -$210K – 114
2022
Q3 		$210K Buy
+5,865
New +$243K 0.11% 98
2022
Q2 		– Sell
-5,851
Closed -$271K – 114
2022
Q1 		$271K Buy
5,851
+501
+9% +$30.2K 0.14% 89
2021
Q4 		$552K Buy
+5,350
New +$520K 0.33% 46

Other funds holding RBLX

AVM
Altos Ventures Management Burlingame, California $11.7M AUM 182.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
IVGAI
Index Venture Growth Associates III St. Helier, Channel Islands, Jersey $118M AUM 64.91% 1-Year Est. Return