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WR Wealth Planners’s Roblox RBLX Stock Holding History

WR Wealth Planners’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 		$41.9K Buy
725
+75
+12% +$3.77K 0.01% 335
2024
Q3 		$28.8K Hold
650
– – 0.01% 426
2024
Q2 		$24.2K Buy
+650
New +$23.1K 0.01% 418

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

WR Wealth Planners's RBLX Position: Q4 2024 in Review

WR Wealth Planners increased its Roblox (RBLX) stake by 12% in Q4 2024, buying an estimated $3.77K and bringing the position to 725 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #335.

WR Wealth Planners first reported a position in RBLX in Q2 2024 and has held it in 3 quarters since. 731 funds tracked by Wall St. Rank hold RBLX as of Q4 2024.

  • WR Wealth Planners held 725 shares of Roblox worth $41.9K as of Q4 2024.
  • WR Wealth Planners bought 75 Roblox shares in Q4 2024, an estimated $3.77K.
  • Roblox made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #335 holding.
  • WR Wealth Planners first reported a position in Roblox in Q2 2024 and has held it in 3 quarters since.
  • 731 funds tracked by Wall St. Rank held Roblox as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.