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Baker Avenue Asset Management’s Rocket Companies RKT Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-38
Closed -$311 – 1247
2023
Q3 		$311 Buy
+38
New +$384 ﹤0.01% 1555

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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Baker Avenue Asset Management's RKT Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Rocket Companies (RKT) in Q4 2023, closing a stake of 38 shares — an estimated $311 sold.

Baker Avenue Asset Management first reported a position in RKT in Q3 2023 and held it in 1 quarter. The position peaked at $311 in Q3 2023. 236 funds tracked by Wall St. Rank hold RKT as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Rocket Companies position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 38 Rocket Companies shares in Q4 2023, an estimated $311.
  • Baker Avenue Asset Management first reported a position in Rocket Companies in Q3 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's Rocket Companies position peaked at $311 in Q3 2023.
  • 236 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.