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Accel Wealth Management’s Rocket Companies RKT Stock Holding History

Accel Wealth Management’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-831
Closed -$19K – 920
2021
Q1 		$19K Buy
+831
New +$18.6K 0.02% 529

Other funds holding RKT

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Accel Wealth Management's RKT Position: Q2 2021 in Review

Accel Wealth Management sold out of Rocket Companies (RKT) in Q2 2021, closing a stake of 831 shares — an estimated $19K sold.

Accel Wealth Management first reported a position in RKT in Q1 2021 and held it in 1 quarter. The position peaked at $19K in Q1 2021. 234 funds tracked by Wall St. Rank hold RKT as of Q2 2021.

  • Accel Wealth Management reported no remaining Rocket Companies position as of Q2 2021 after selling out during the quarter.
  • Accel Wealth Management sold 831 Rocket Companies shares in Q2 2021, an estimated $19K.
  • Accel Wealth Management first reported a position in Rocket Companies in Q1 2021 and held it in 1 quarter.
  • Accel Wealth Management's Rocket Companies position peaked at $19K in Q1 2021.
  • 234 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2021.

Based on Accel Wealth Management's 13F filing for Q2 2021, filed 3 Aug 2021.