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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return