Rockingstone Advisors LLC Purchases and Sells in Q4 2024

Rockingstone Advisors LLC

$226 Billion
Q4 2024

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGSH	182K + 405.45%	$58.02 - $58.88 $10.6M - $10.7M	227K $13.2B
JPST	80.2K + 27.38%	$50.37 - $50.6 $4.04M - $4.06M	373K $18.8B
LLY	2.78K + 912.46%	$727.2 - $932.06 $2.02M - $2.59M	3.09K $2.38B
CRWD	4.83K + 86.03%	$275.15 - $388.2 $1.33M - $1.88M	10.5K $3.58B
EQT	34.6K + 320.3%	$35.62 - $46.89 $1.23M - $1.62M	45.4K $2.09B
NMFC	125K + 79.11%	$10.68 - $11.94 $1.33M - $1.49M	282K $3.18B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NTRA	16.3K New	$117.67 - $174.0 $1.92M - $2.84M	16.3K $2.58B
AGG	5.35K New	$96.64 - $101.23 $517K - $542K	5.35K $518M
DIS	3.5K New	$92.39 - $117.6 $323K - $412K	3.5K $390M
BND	5.19K New	$71.75 - $75.11 $372K - $390K	5.19K $373M
IJR	2.41K New	$113.92 - $127.38 $274K - $306K	2.41K $277M
VUG	637 New	$378.79 - $428.11 $241K - $273K	637 $261M

Top Sells

Reduced Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	-21.3K - 23.76%	$47.57 - $52.44 $1.01M - $1.12M	68.4K $3.27B
PHO	-12.1K - 26.95%	$65.79 - $72.14 $796K - $873K	32.8K $2.16B
VOE	-5.2K - 53.5%	$160.89 - $176.18 $837K - $916K	4.52K $731M
VWO	-13.6K - 39.95%	$44.04 - $49.49 $599K - $673K	20.5K $901M
XOP	-5.33K - 46.18%	$125.5 - $148.67 $668K - $792K	6.21K $821M
SPGI	-953 - 12.39%	$480.36 - $529.17 $458K - $504K	6.74K $3.36B

Activity Summary All Purchases 57 New Holdings 10 Increased Positions 47 All Sells 41 Reductions 41 Sold out 0 Calls 0 Puts 0

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