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WR Wealth Planners’s Gibraltar Industries ROCK Stock Holding History

WR Wealth Planners’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
Q4 		$353 Hold
6
– – ﹤0.01% 1027
2024
Q3 		$420 Sell
6
-7
-54% -$489 ﹤0.01% 1050
2024
Q2 		$891 Buy
13
+7
+117% +$510 ﹤0.01% 971
2024
Q1 		$483 Buy
+6
New +$478 ﹤0.01% 1036

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

WR Wealth Planners held its Gibraltar Industries (ROCK) position steady in Q4 2024 at 6 shares worth $353. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

WR Wealth Planners first reported a position in ROCK in Q1 2024 and has held it in 4 quarters since. The position peaked at $891 in Q2 2024. 283 funds tracked by Wall St. Rank hold ROCK as of Q4 2024.

  • WR Wealth Planners held 6 shares of Gibraltar Industries worth $353 as of Q4 2024.
  • WR Wealth Planners left its Gibraltar Industries share count unchanged in Q4 2024.
  • Gibraltar Industries made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1027 holding.
  • WR Wealth Planners first reported a position in Gibraltar Industries in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Gibraltar Industries position peaked at $891 in Q2 2024.
  • 283 funds tracked by Wall St. Rank held Gibraltar Industries as of Q4 2024.

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