Waypoint Wealth Partners Inc. RBRK Holdings History
Number of Shares
129,923.00
Current Holdings Value*
$11.64 Mil
% of Portfolio
2.83%
Total Estimate Gain
$1.06 Mil
% of Total Estimate Gain
10.37%
Waypoint Wealth Partners Inc.'s Rubrik Inc Holding Summary
As of 2025-06-30, Waypoint Wealth Partners Inc. held 129,923.00 shares of Rubrik Inc(RBRK), totaling $11.64 Mil. This investment constitutes 2.83% of their stock portfolio, and Waypoint Wealth Partners Inc. now holds 0.07% of the outstanding Rubrik Inc(RBRK) stock.
The initial trade took place in 2025Q2. And since then Waypoint Wealth Partners Inc. has made 1 purchases of RBRK, at an average price of $78.76, for a total of 129,923.00 shares. Based on historical transaction data and RBRK's current price of $86.93, Waypoint Wealth Partners Inc.'s estimated gain on his RBRK holdings is $1.06 Mil, reflecting a 10.37% gain to date.
Waypoint Wealth Partners Inc. RBRK ($86.93) Holding Chart
Waypoint Wealth Partners Inc. RBRK ($86.93) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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