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WR Wealth Planners’s Rocket Lab Corp RKLB Stock Holding History

WR Wealth Planners’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
2024
Q4 		$1.71K Sell
67
-1,366
-95% -$24K ﹤0.01% 875
2024
Q3 		$13.9K Buy
1,433
+1,366
+2,039% +$8.29K ﹤0.01% 575
2024
Q2 		$322 Buy
+67
New +$279 ﹤0.01% 1076

Other funds holding RKLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

WR Wealth Planners reduced its Rocket Lab Corp (RKLB) stake by 95% in Q4 2024, selling an estimated $24K and leaving 67 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

WR Wealth Planners first reported a position in RKLB in Q2 2024 and has held it in 3 quarters since. The position peaked at $13.9K in Q3 2024. 398 funds tracked by Wall St. Rank hold RKLB as of Q4 2024.

  • WR Wealth Planners held 67 shares of Rocket Lab Corp worth $1.71K as of Q4 2024.
  • WR Wealth Planners sold 1,366 Rocket Lab Corp shares in Q4 2024, an estimated $24K.
  • Rocket Lab Corp made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #875 holding.
  • WR Wealth Planners first reported a position in Rocket Lab Corp in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's Rocket Lab Corp position peaked at $13.9K in Q3 2024.
  • 398 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q4 2024.

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