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Ashton Thomas Private Wealth’s Rocket Companies RKT Stock Holding History

Ashton Thomas Private Wealth’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
Q3 		– Sell
-118
Closed -$1.62K – 1559
2024
Q2 		$1.62K Buy
+118
New +$1.59K ﹤0.01% 1772

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Ashton Thomas Private Wealth's RKT Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Rocket Companies (RKT) in Q3 2024, closing a stake of 118 shares — an estimated $1.62K sold.

Ashton Thomas Private Wealth first reported a position in RKT in Q2 2024 and held it in 1 quarter. The position peaked at $1.62K in Q2 2024. 270 funds tracked by Wall St. Rank hold RKT as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Rocket Companies position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 118 Rocket Companies shares in Q3 2024, an estimated $1.62K.
  • Ashton Thomas Private Wealth first reported a position in Rocket Companies in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Rocket Companies position peaked at $1.62K in Q2 2024.
  • 270 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.