American Portfolios Advisors’s Rocket Companies RKT Stock Holding History

American Portfolios Advisors’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
2022 Q3	$7.24K	Sell	1,145 -4,585	-80%	-$39.9K	﹤0.01%	2658
2022 Q2	$42.2K	Sell	5,730 -258	-4%	-$2.23K	﹤0.01%	1861
2022 Q1	$66.6K	Buy	5,988 +53	+0.9%	+$656	﹤0.01%	1741
2021 Q4	$83.1K	Sell	5,935 -207	-3%	-$3.3K	﹤0.01%	1603
2021 Q3	$98.5K	Sell	6,142 -2,392	-28%	-$41.8K	﹤0.01%	1463
2021 Q2	$165K	Buy	8,534 +87	+1%	+$1.76K	0.01%	1199
2021 Q1	$195K	Buy	8,447 +7,273	+620%	+$163K	0.01%	1032
2020 Q4	$23.7K	Buy	1,174 +842	+254%	+$17.8K	﹤0.01%	1741
2020 Q3	$6.62K	Buy	+332	New	+$7.74K	﹤0.01%	2154

Other funds holding RKT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JVBC

J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return

American Portfolios Advisors's RKT Position: Q3 2022 in Review

American Portfolios Advisors reduced its Rocket Companies (RKT) stake by 80% in Q3 2022, selling an estimated $39.9K and leaving 1,145 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

American Portfolios Advisors first reported a position in RKT in Q3 2020 and has held it in 9 quarters since. The position peaked at $195K in Q1 2021. 219 funds tracked by Wall St. Rank hold RKT as of Q3 2022.

American Portfolios Advisors held 1,145 shares of Rocket Companies worth $7.24K as of Q3 2022.
American Portfolios Advisors sold 4,585 Rocket Companies shares in Q3 2022, an estimated $39.9K.
Rocket Companies made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2658 holding.
American Portfolios Advisors first reported a position in Rocket Companies in Q3 2020 and has held it in 9 quarters since.
American Portfolios Advisors's Rocket Companies position peaked at $195K in Q1 2021.
219 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.