BAM
RKT icon

Baldrige Asset Management’s Rocket Companies RKT Stock Holding History

Baldrige 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
Q1 		$0 Buy
+37
New +$319 ﹤0.01% 455

Other funds holding RKT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baldrige Asset Management's RKT Position: Q1 2023 in Review

Baldrige Asset Management opened a new position in Rocket Companies (RKT) in Q1 2023: 37 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #455 among its holdings.

242 funds tracked by Wall St. Rank hold RKT as of Q1 2023.

  • Baldrige Asset Management held 37 shares of Rocket Companies worth $0 as of Q1 2023.
  • Rocket Companies was a new Baldrige Asset Management position in Q1 2023.
  • Rocket Companies made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #455 holding.
  • 242 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.