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Avitas Wealth Management’s Rocket Companies RKT Stock Holding History

Avitas 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
-55,511
Closed -$1.28M – 220
2021
Q1 		$1.28M Sell
55,511
-67,806
-55% -$1.52M 0.25% 119
2020
Q4 		$2.49M Buy
123,317
+65,736
+114% +$1.39M 0.5% 82
2020
Q3 		$1.15M Buy
+57,581
New +$1.34M 0.32% 108

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 $3.37T AUM 44.26% 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

Avitas Wealth Management's RKT Position: Q2 2021 in Review

Avitas Wealth Management sold out of Rocket Companies (RKT) in Q2 2021, closing a stake of 55,511 shares — an estimated $1.28M sold.

Avitas Wealth Management first reported a position in RKT in Q3 2020 and held it in 3 quarters. The position peaked at $2.49M in Q4 2020. 234 funds tracked by Wall St. Rank hold RKT as of Q2 2021.

  • Avitas Wealth Management reported no remaining Rocket Companies position as of Q2 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 55,511 Rocket Companies shares in Q2 2021, an estimated $1.28M.
  • Avitas Wealth Management first reported a position in Rocket Companies in Q3 2020 and held it in 3 quarters.
  • Avitas Wealth Management's Rocket Companies position peaked at $2.49M in Q4 2020.
  • 234 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2021.

Based on Avitas Wealth Management's 13F filing for Q2 2021, filed 12 Jul 2021.