Beacon Capital Management LLC (Tennessee)’s Rocket Companies RKT Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2024 Q3	–	Sell	-5,000	Closed	-$68.5K	–	1218
2024 Q2	$68.5K	Hold	5,000	–	–	0.01%	237
2024 Q1	$72.8K	Hold	5,000	–	–	0.01%	222
2023 Q4	$40.9K	Hold	5,000	–	–	0.01%	259
2023 Q3	$44.8K	Hold	5,000	–	–	0.01%	263
2023 Q2	$44.8K	Hold	5,000	–	–	0.01%	263
2023 Q1	$45.3K	Hold	5,000	–	–	0.01%	235
2022 Q4	$35K	Hold	5,000	–	–	0.01%	279
2022 Q3	$37K	Buy	5,000 +1,000	+25%	+$8.69K	0.01%	253
2022 Q2	$44K	Hold	4,000	–	–	0.01%	264
2022 Q1	$44K	Buy	+4,000	New	+$49.5K	0.01%	264

Other funds holding RKT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s RKT Position: Q3 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Rocket Companies (RKT) in Q3 2024, closing a stake of 5,000 shares — an estimated $68.5K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in RKT in Q1 2022 and held it in 10 quarters. The position peaked at $72.8K in Q1 2024. 270 funds tracked by Wall St. Rank hold RKT as of Q3 2024.

Beacon Capital Management LLC (Tennessee) reported no remaining Rocket Companies position as of Q3 2024 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 5,000 Rocket Companies shares in Q3 2024, an estimated $68.5K.
Beacon Capital Management LLC (Tennessee) first reported a position in Rocket Companies in Q1 2022 and held it in 10 quarters.
Beacon Capital Management LLC (Tennessee)'s Rocket Companies position peaked at $72.8K in Q1 2024.
270 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2024, filed 7 Nov 2024.