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

Wingate 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
2025
Q1 		– Sell
-1,570
Closed -$40K – 346
2024
Q4 		$40K Buy
+1,570
New +$27.6K 0.04% 238

Other funds holding RKLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wingate Wealth Advisors's RKLB Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Rocket Lab Corp (RKLB) in Q1 2025, closing a stake of 1,570 shares — an estimated $40K sold.

Wingate Wealth Advisors first reported a position in RKLB in Q4 2024 and held it in 1 quarter. The position peaked at $40K in Q4 2024. 415 funds tracked by Wall St. Rank hold RKLB as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Rocket Lab Corp position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 1,570 Rocket Lab Corp shares in Q1 2025, an estimated $40K.
  • Wingate Wealth Advisors first reported a position in Rocket Lab Corp in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Rocket Lab Corp position peaked at $40K in Q4 2024.
  • 415 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.