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AE Wealth Management’s Rocket Companies RKT Stock Holding History

AE 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
Q4 		– Sell
-12,693
Closed -$204K – 1773
2021
Q3 		$204K Sell
12,693
-2,127
-14% -$37.2K ﹤0.01% 1522
2021
Q2 		$287K Sell
14,820
-25,100
-63% -$508K ﹤0.01% 1356
2021
Q1 		$922K Sell
39,920
-5,330
-12% -$119K 0.01% 800
2020
Q4 		$915K Buy
45,250
+25,968
+135% +$548K 0.01% 734
2020
Q3 		$384K Buy
+19,282
New +$450K 0.01% 958

Other funds holding RKT

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

AE Wealth Management's RKT Position: Q4 2021 in Review

AE Wealth Management sold out of Rocket Companies (RKT) in Q4 2021, closing a stake of 12,693 shares — an estimated $204K sold.

AE Wealth Management first reported a position in RKT in Q3 2020 and held it in 5 quarters. The position peaked at $922K in Q1 2021. 257 funds tracked by Wall St. Rank hold RKT as of Q4 2021.

  • AE Wealth Management reported no remaining Rocket Companies position as of Q4 2021 after selling out during the quarter.
  • AE Wealth Management sold 12,693 Rocket Companies shares in Q4 2021, an estimated $204K.
  • AE Wealth Management first reported a position in Rocket Companies in Q3 2020 and held it in 5 quarters.
  • AE Wealth Management's Rocket Companies position peaked at $922K in Q1 2021.
  • 257 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2021.

Based on AE Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.