Avior Wealth Management’s Rocket Companies RKT Stock Holding History

Avior 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
2025 Q1	–	Sell	-7	Closed	-$78	–	1980
2024 Q4	$78	Hold	7	–	–	﹤0.01%	2418
2024 Q3	$134	Sell	7 -41	-85%	-$719	﹤0.01%	2247
2024 Q2	$657	Hold	48	–	–	﹤0.01%	2084
2024 Q1	$698	Hold	48	–	–	﹤0.01%	2479
2023 Q4	$695	Buy	48 +41	+586%	+$393	﹤0.01%	1403
2023 Q3	$57	Hold	7	–	–	﹤0.01%	1570
2023 Q2	$62	Hold	7	–	–	﹤0.01%	1536
2023 Q1	$63	Hold	7	–	–	﹤0.01%	1604
2022 Q4	$49	Hold	7	–	–	﹤0.01%	1258
2022 Q3	$0	Hold	7	–	–	﹤0.01%	1269
2022 Q2	$0	Hold	7	–	–	﹤0.01%	1201
2022 Q1	$0	Hold	7	–	–	﹤0.01%	1212
2021 Q4	$0	Hold	7	–	–	﹤0.01%	1203
2021 Q3	$0	Buy	+7	New	+$122	﹤0.01%	1160

Other funds holding RKT

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

Avior Wealth Management's RKT Position: Q1 2025 in Review

Avior Wealth Management sold out of Rocket Companies (RKT) in Q1 2025, closing a stake of 7 shares — an estimated $78 sold.

Avior Wealth Management first reported a position in RKT in Q3 2021 and held it in 14 quarters. The position peaked at $698 in Q1 2024. 308 funds tracked by Wall St. Rank hold RKT as of Q1 2025.

Avior Wealth Management reported no remaining Rocket Companies position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 7 Rocket Companies shares in Q1 2025, an estimated $78.
Avior Wealth Management first reported a position in Rocket Companies in Q3 2021 and held it in 14 quarters.
Avior Wealth Management's Rocket Companies position peaked at $698 in Q1 2024.
308 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.