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Baystate Wealth Management’s Rocket Companies RKT Stock Holding History

Baystate 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
2023
Q4 		$2.9K Hold
200
– – ﹤0.01% 1000
2023
Q3 		$1.64K Hold
200
– – ﹤0.01% 830
2023
Q2 		$1.79K Hold
200
– – ﹤0.01% 858
2023
Q1 		$1.81K Buy
+200
New +$1.73K ﹤0.01% 848

Other funds holding RKT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baystate Wealth Management's RKT Position: Q4 2023 in Review

Baystate Wealth Management held its Rocket Companies (RKT) position steady in Q4 2023 at 200 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Baystate Wealth Management first reported a position in RKT in Q1 2023 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold RKT as of Q4 2023.

  • Baystate Wealth Management held 200 shares of Rocket Companies worth $2.9K as of Q4 2023.
  • Baystate Wealth Management left its Rocket Companies share count unchanged in Q4 2023.
  • Rocket Companies made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1000 holding.
  • Baystate Wealth Management first reported a position in Rocket Companies in Q1 2023 and has held it in 4 quarters since.
  • 236 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.