Benjamin F. Edwards & Company’s Rocket Companies RKT Stock Holding History

Benjamin F. Edwards & Company’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 Q3	–	Sell	-1,000	Closed	-$9K	–	1820
2023 Q2	$9K	Sell	1,000 -1,000	-50%	-$8.7K	﹤0.01%	1433
2023 Q1	$18K	Hold	2,000	–	–	﹤0.01%	1293
2022 Q4	$14K	Hold	2,000	–	–	﹤0.01%	1360
2022 Q3	$13K	Sell	2,000 -1,000	-33%	-$8.69K	﹤0.01%	1343
2022 Q2	$22K	Hold	3,000	–	–	﹤0.01%	1219
2022 Q1	$33K	Sell	3,000 -200	-6%	-$2.47K	﹤0.01%	1132
2021 Q4	$45K	Sell	3,200 -5,500	-63%	-$87.6K	﹤0.01%	1077
2021 Q3	$140K	Hold	8,700	–	–	0.01%	774
2021 Q2	$168K	Hold	8,700	–	–	0.01%	694
2021 Q1	$201K	Buy	8,700 +1,190	+16%	+$26.6K	0.01%	673
2020 Q4	$152K	Buy	+7,510	New	+$158K	0.01%	715

Other funds holding RKT

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

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

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 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benjamin F. Edwards & Company's RKT Position: Q3 2023 in Review

Benjamin F. Edwards & Company sold out of Rocket Companies (RKT) in Q3 2023, closing a stake of 1,000 shares — an estimated $9K sold.

Benjamin F. Edwards & Company first reported a position in RKT in Q4 2020 and held it in 11 quarters. The position peaked at $201K in Q1 2021. 229 funds tracked by Wall St. Rank hold RKT as of Q3 2023.

Benjamin F. Edwards & Company reported no remaining Rocket Companies position as of Q3 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 1,000 Rocket Companies shares in Q3 2023, an estimated $9K.
Benjamin F. Edwards & Company first reported a position in Rocket Companies in Q4 2020 and held it in 11 quarters.
Benjamin F. Edwards & Company's Rocket Companies position peaked at $201K in Q1 2021.
229 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2023, filed 13 Nov 2023.