Bank Julius Baer & Co
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Bank Julius Baer & Co’s Rocket Companies RKT Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-31,949
Closed -$646K – 884
2020
Q4 		$646K Buy
+31,949
New +$674K 0.01% 415

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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
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank Julius Baer & Co's RKT Position: Q1 2021 in Review

Bank Julius Baer & Co sold out of Rocket Companies (RKT) in Q1 2021, closing a stake of 31,949 shares — an estimated $646K sold.

Bank Julius Baer & Co first reported a position in RKT in Q4 2020 and held it in 1 quarter. The position peaked at $646K in Q4 2020. 260 funds tracked by Wall St. Rank hold RKT as of Q1 2021.

  • Bank Julius Baer & Co reported no remaining Rocket Companies position as of Q1 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 31,949 Rocket Companies shares in Q1 2021, an estimated $646K.
  • Bank Julius Baer & Co first reported a position in Rocket Companies in Q4 2020 and held it in 1 quarter.
  • Bank Julius Baer & Co's Rocket Companies position peaked at $646K in Q4 2020.
  • 260 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2021.

Based on Bank Julius Baer & Co's 13F filing for Q1 2021, filed 10 May 2021.