Annapolis Financial Services’s Rocket Companies RKT Stock Holding History

Annapolis Financial Services’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
2024 Q1	–	Sell	-200	Closed	-$2.9K	–	439
2023 Q4	$2.9K	Hold	200	–	–	﹤0.01%	419
2023 Q3	$1.64K	Hold	200	–	–	﹤0.01%	435
2023 Q2	$1.79K	Hold	200	–	–	﹤0.01%	441
2023 Q1	$1.81K	Hold	200	–	–	﹤0.01%	403
2022 Q4	$1.4K	Hold	200	–	–	﹤0.01%	403
2022 Q3	$1K	Hold	200	–	–	﹤0.01%	488
2022 Q2	$1K	Hold	200	–	–	﹤0.01%	420
2022 Q1	$2K	Hold	200	–	–	﹤0.01%	417
2021 Q4	$3K	Hold	200	–	–	﹤0.01%	393
2021 Q3	$3K	Hold	200	–	–	﹤0.01%	382
2021 Q2	$4K	Buy	200 +100	+100%	+$2.02K	﹤0.01%	341
2021 Q1	$2K	Buy	100 +90	+900%	+$2.01K	﹤0.01%	371
2020 Q4	$0	Buy	+10	New	+$211	﹤0.01%	412

Other funds holding RKT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Annapolis Financial Services's RKT Position: Q1 2024 in Review

Annapolis Financial Services sold out of Rocket Companies (RKT) in Q1 2024, closing a stake of 200 shares — an estimated $2.9K sold.

Annapolis Financial Services first reported a position in RKT in Q4 2020 and held it in 13 quarters. The position peaked at $4K in Q2 2021. 238 funds tracked by Wall St. Rank hold RKT as of Q1 2024.

Annapolis Financial Services reported no remaining Rocket Companies position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 200 Rocket Companies shares in Q1 2024, an estimated $2.9K.
Annapolis Financial Services first reported a position in Rocket Companies in Q4 2020 and held it in 13 quarters.
Annapolis Financial Services's Rocket Companies position peaked at $4K in Q2 2021.
238 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.