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Atlas Private Wealth Management’s Rocket Companies RKT Stock Holding History

Atlas Private 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
-300
Closed -$7K – 315
2021
Q1 		$7K Hold
300
– – ﹤0.01% 333
2020
Q4 		$6K Buy
+300
New +$6.33K ﹤0.01% 335

Other funds holding RKT

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Atlas Private Wealth Management's RKT Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Rocket Companies (RKT) in Q2 2021, closing a stake of 300 shares — an estimated $7K sold.

Atlas Private Wealth Management first reported a position in RKT in Q4 2020 and held it in 2 quarters. The position peaked at $7K in Q1 2021. 234 funds tracked by Wall St. Rank hold RKT as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Rocket Companies position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 300 Rocket Companies shares in Q2 2021, an estimated $7K.
  • Atlas Private Wealth Management first reported a position in Rocket Companies in Q4 2020 and held it in 2 quarters.
  • Atlas Private Wealth Management's Rocket Companies position peaked at $7K in Q1 2021.
  • 234 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.