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Bedel Financial Consulting’s Rocket Companies RKT Stock Holding History

Bedel Financial Consulting’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
Q4 		– Sell
-243
Closed -$4K – 1066
2021
Q3 		$4K Sell
243
-225
-48% -$3.93K ﹤0.01% 816
2021
Q2 		$9K Buy
+468
New +$9.47K ﹤0.01% 695
2021
Q1 		– Sell
-54
Closed -$1K – 961
2020
Q4 		$1K Hold
54
– – ﹤0.01% 810
2020
Q3 		$1K Buy
+54
New +$1.26K ﹤0.01% 788

Other funds holding RKT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Bedel Financial Consulting's RKT Position: Q4 2021 in Review

Bedel Financial Consulting sold out of Rocket Companies (RKT) in Q4 2021, closing a stake of 243 shares — an estimated $4K sold.

Bedel Financial Consulting first reported a position in RKT in Q3 2020 and held it in 4 quarters. The position peaked at $9K in Q2 2021. 257 funds tracked by Wall St. Rank hold RKT as of Q4 2021.

  • Bedel Financial Consulting reported no remaining Rocket Companies position as of Q4 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 243 Rocket Companies shares in Q4 2021, an estimated $4K.
  • Bedel Financial Consulting first reported a position in Rocket Companies in Q3 2020 and held it in 4 quarters.
  • Bedel Financial Consulting's Rocket Companies position peaked at $9K in Q2 2021.
  • 257 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2021.

Based on Bedel Financial Consulting's 13F filing for Q4 2021, filed 11 Jan 2022.